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Dimensional Etf Trust shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 63k 33.86

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
FMR
UBS Group
Coldstream Capital Management
Mariner Wealth Advisors
Foster Group
Factory Mutual Insurance Company
Root Financial Partners
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