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Dimensional Etf Trust shares owned by CWS Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by CWS Financial Advisors from 13F filings

Historical chart of CWS Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by CWS Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.3M 162k 38.96
2025-12-31 $623k 16k 38.11

More positions owned by CWS Financial Advisors

Stryker Corporation (SYK)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for CWS Financial Advisors

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
First Command Advisory Services
Prudential Financial
Coldstream Capital Management
Bank of America Corporation
Wiley Bros.-aintree Capital
Sym Financial Corporation
Northern Trust
Royal Bank of Canada
Mariner Wealth Advisors
UBS Group
Root Financial Partners
LPL Financial
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Moisand Fitzgerald Tamayo

View all funds holding Dimensional Etf Trust