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Dimensional Etf Trust shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 353k 38.86
2025-12-31 $1.7M 43k 39.59
2025-09-30 $1.3M 33k 38.57
2025-06-30 $1.1M 32k 35.84
2025-03-31 $315k 9.5k 32.99

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View all positions for Concurrent Investment Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust