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Dimensional Etf Trust shares owned by Helium Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Helium Advisors from 13F filings

Historical chart of Helium Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Helium Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Helium Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $521k 17k 31.53
2025-06-30 $578k 20k 28.95
2025-03-31 $358k 14k 25.89
2024-12-31 $302k 12k 25.37

More positions owned by Helium Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Oracle Corporation (ORCL)

View all positions for Helium Advisors

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