Regal Wealth Group »

Dimensional Etf Trust shares owned by Regal Wealth Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Regal Wealth Group from 13F filings

Historical chart of Regal Wealth Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Regal Wealth Group 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 Regal Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.6M 197k 28.22
2023-09-30 $4.8M 185k 26.11
2023-06-30 $4.9M 183k 26.85
2023-03-31 $1.2M 45k 27.60

More positions owned by Regal Wealth Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Boeing Company (BA)
Rockwell Automation (ROK)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Regal Wealth Group

Top funds holding Dimensional Etf Trust

Sym Financial Corporation
Bank of America Corporation
Cable Hill Partners
Northern Trust
CI Private Wealth
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Pure Financial Advisors
Resources Investment Advisors
Root Financial Partners
Hartland & Co
Mariner Wealth Advisors
EP Wealth Advisors
Marquette Asset Management

View all funds holding Dimensional Etf Trust