Icon Wealth Advisors »

Dimensional Etf Trust shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 43k 38.57
2025-06-30 $1.5M 43k 35.84
2025-03-31 $1.4M 43k 32.99
2024-12-31 $1.7M 48k 34.59

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Growth Etf Etf (IVW)
Microsoft Corp Stock (MSFT)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares S&p 100 Etf Etf (OEF)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Ishares National Muni Bond Etf Etf (MUB)

View all positions for Icon Wealth Advisors

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