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Dimensional Etf Trust shares owned by Excelsior Advisor Network

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Excelsior Advisor Network from 13F filings

Historical chart of Excelsior Advisor Network investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Excelsior Advisor Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Excelsior Advisor Network

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.8M 150k 38.86

More positions owned by Excelsior Advisor Network

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Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation Put Option (MSFT)
Ishares Gold Tr Ishares New (IAU)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
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View all positions for Excelsior Advisor Network

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