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Dimensional Etf Trust shares owned by Daner Wealth Management

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

Historical chart of Daner Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Daner 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 Daner Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 118k 32.03
2025-06-30 $3.5M 118k 30.05

More positions owned by Daner Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Actively Managed Exc Total Return (GTO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Daner Wealth Management

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust