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Dimensional Etf Trust shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 45k 38.11
2025-09-30 $1.3M 35k 36.35
2025-06-30 $1.1M 31k 34.57

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Tesla Motors (TSLA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Gap (GAP)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
EOG Resources (EOG)

View all positions for Legacy Capital Wealth Partners

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
LPL Financial
CI Private Wealth
Pure Financial Advisors

View all funds holding Dimensional Etf Trust