Bullock Wealth Management Group »

Dimensional Etf Trust shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Bullock Wealth Management Group 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 Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 56k 34.13
2025-12-31 $1.8M 56k 32.57

More positions owned by Bullock Wealth Management Group

Pacer Trendpilot Us Large Cap Etf Etf (PTLC)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot 100 Etf Etf (PTNQ)
Pacer Trendpilot International Etf Etf (PTIN)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Microsoft Corp Stock (MSFT)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Apple Stock (AAPL)
Eli Lilly & Co Stock (LLY)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Caterpillar Stock (CAT)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Broadcom Stock (AVGO)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Bullock Wealth Management Group

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
FMR
Bank of America Corporation
UBS Group
Mariner Wealth Advisors
Foster Group
Root Financial Partners
Vise Technologies
Northwestern Mutual Wealth Management Company
MAI Wealth Advisors
HPM Partners
Washington Trust Bank
HighTower Advisors
TCI Wealth Advisors

View all funds holding Dimensional Etf Trust