Surevest »

Dimensional Etf Trust shares owned by Surevest

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

Historical chart of Surevest investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $350k 16k 22.21
2022-06-30 $367k 16k 23.29
2021-12-31 $113k 3.9k 29.09

More positions owned by Surevest

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Acwi Ex Us (ACWX)
Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust