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Dimensional Etf Trust shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 38k 38.11

More positions owned by Larry Mathis Financial Planning

Proshares Tr Hgh Yld Int Rate (HYHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)

View all positions for Larry Mathis Financial Planning

Top funds holding Dimensional Etf Trust

Prudential Financial
Coldstream Capital Management
Envestnet Asset Management
Wiley Bros.-aintree Capital
Sym Financial Corporation
Northern Trust
Royal Bank of Canada
UBS Group
Root Financial Partners
Mariner Wealth Advisors
Moisand Fitzgerald Tamayo
Vise Technologies
CI Private Wealth
LPL Financial
Pure Financial Advisors

View all funds holding Dimensional Etf Trust