Retirement Planning Group »

Dimensional Etf Trust shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Retirement Planning 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $370k 10k 36.35
2025-06-30 $344k 9.9k 34.57

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

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