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Dimensional Etf Trust shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 288k 38.57
2025-06-30 $11M 292k 35.84
2025-03-31 $9.7M 294k 32.99
2024-12-31 $10M 288k 34.59
2024-09-30 $9.7M 266k 36.46

More positions owned by Forthright Family Wealth Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Gold Tr Ishares New (IAU)

View all positions for Forthright Family Wealth Advisory

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