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Dimensional Etf Trust shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $21M 663k 32.24

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Apple (AAPL)
Amazon (AMZN)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spinnaker Etf Series Trajan Wealth (TWIO)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Booking Holdings (BKNG)
AmerisourceBergen (COR)

View all positions for Trajan Wealth

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust