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Dimensional Etf Trust shares owned by Allium Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Allium Financial Advisors from 13F filings

Historical chart of Allium Financial Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Allium Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Allium Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 92k 38.57
2025-06-30 $3.3M 92k 35.84
2025-03-31 $3.0M 92k 32.99

More positions owned by Allium Financial Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Runway Growth Finance Corp (RWAY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Dynamic Income SHS (PDI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Allium Financial Advisors

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Colony
Forum Financial Management
LPL Financial
Apella Capital
Envestnet Asset Management
Buckingham Strategic Partners
Rockwood Wealth Management
Plan
SJS Investment Consulting
Commonwealth Equity Services
Geometric Wealth Advisors
Savant Capital Management
Sontag Advisory
Greenspring Advisors

View all funds holding Dimensional Etf Trust