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Dimensional Etf Trust shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $223k 6.4k 34.59
2024-09-30 $226k 6.6k 34.29
2024-06-30 $212k 6.6k 32.24

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Short Treas Bd (SHV)

View all positions for Optivise Advisory Services

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust