Planwiser Financial »

Dimensional Etf Trust shares owned by Planwiser Financial

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

Historical chart of Planwiser Financial investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Planwiser Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 94k 36.62
2025-06-30 $6.8M 196k 34.67
2025-03-31 $3.0M 91k 32.75

More positions owned by Planwiser Financial

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust Portfli High Yld (SPHY)

View all positions for Planwiser Financial

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust