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Dimensional Etf Trust shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by SIMA 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 SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $10M 265k 38.96
2025-12-31 $9.9M 261k 38.11
2025-09-30 $9.1M 251k 36.35

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

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