Crown Wealth Group »

Dimensional Etf Trust shares owned by Crown Wealth Group

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

Historical chart of Crown Wealth Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Crown Wealth 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 Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.6M 107k 33.86
2021-12-31 $1.7M 63k 27.37

More positions owned by Crown Wealth Group

Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust State Street Spd (SPYM)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Large Cap Max Bu (DMAX)
Calamos Etf Tr Russell 2000 Str (CPRY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr U.s. Tech Etf (IYW)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Crown Wealth Group

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust