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Dimensional Etf Trust shares owned by Athena Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Athena Wealth Management from 13F filings

Historical chart of Athena Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Athena Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $487k 14k 33.86
2025-12-31 $512k 16k 32.57

More positions owned by Athena Wealth Management

Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Putnam Etf Trust Focused Lar Cap (PVAL)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Citigroup Com New (C)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Astrazeneca Ord (AZN)
Cisco Systems (CSCO)
Amazon (AMZN)
ConocoPhillips (COP)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Hilton Worldwide Holdings (HLT)
Ares Capital Corporation (ARCC)

View all positions for Athena Wealth Management

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
FMR
UBS Group
Coldstream Capital Management
Mariner Wealth Advisors
Foster Group
Root Financial Partners
Factory Mutual Insurance Company
Vise Technologies
Sontag Advisory
Washington Trust Bank
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
McKinley Carter Wealth Services

View all funds holding Dimensional Etf Trust