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Dimensional Etf Trust shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $162k 4.1k 38.96
2026-03-31 $171k 4.1k 41.25
2025-12-31 $158k 4.1k 38.11

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
First Command Advisory Services
Prudential Financial
Bank of America Corporation
Wiley Bros.-aintree Capital
Northern Trust
Sym Financial Corporation
Royal Bank of Canada
Coldstream Capital Management
LPL Financial
UBS Group
Root Financial Partners
Vise Technologies
Mariner Wealth Advisors
MAI Wealth Advisors

View all funds holding Dimensional Etf Trust