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Dimensional Etf Trust shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $857k 22k 38.86

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

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