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Dimensional Etf Trust shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 33k 41.29
2022-12-31 $59k 50k 1.18
2022-09-30 $28k 25k 1.12

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for HBK Sorce Advisory

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust