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Dimensional Etf Trust shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6M 172k 38.57
2025-06-30 $5.6M 157k 35.84
2025-03-31 $4.4M 133k 32.99
2024-12-31 $314k 9.1k 34.59
2023-06-30 $283k 10k 27.15
2023-03-31 $291k 11k 25.48
2022-12-31 $342k 14k 24.28
2022-09-30 $316k 14k 22.21

More positions owned by Transcend Wealth Collective

Apple Stock (AAPL)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Microsoft Corp Stock (MSFT)
Blue Owl Capital Corporation Cef (OBDC)
Nvidia Corporation Stock (NVDA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Invesco Qqq Trust Series I Etf (QQQ)
Merck & Co Stock (MRK)
Spdr S&p 500 Etf Trust Etf (SPY)
Amazon Stock (AMZN)
Blue Owl Capital Inc Com Cl A Stock (OWL)
Vanguard High Dividend Yield Index Etf Etf (VYM)
International Business Machs Stock (IBM)
Jpmorgan Chase & Co Stock (JPM)
Fs Kkr Cap Corp Cef (FSK)

View all positions for Transcend Wealth Collective

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