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Dimensional Etf Trust shares owned by Helium Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) 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
2026-03-31 $316k 8.1k 38.96

More positions owned by Helium Advisors

Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Gold Tr Gold Shs (GLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Select Sector Spdr Tr State Street Hea (XLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Helium 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