Ridgeline Wealth Planning »

Dimensional Etf Trust shares owned by Ridgeline Wealth Planning

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

Historical chart of Ridgeline Wealth Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Ridgeline Wealth Planning 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 Ridgeline Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $356k 9.2k 38.57
2025-06-30 $331k 9.2k 35.84
2025-03-31 $305k 9.2k 32.99
2024-12-31 $319k 9.2k 34.59

More positions owned by Ridgeline Wealth Planning

Spdr Series Trust Portfolio S&p500 (SPLG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Msci Emrg Chn (EMXC)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Ishares Tr Core S&p500 Etf (IVV)
MGIC Investment (MTG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Ridgeline Wealth Planning

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