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Dimensional Etf Trust shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Wingate Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $417k 10k 41.43
2026-06-30 $271k 6.6k 41.25

More positions owned by Wingate Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Us Sml Cap Eqt (SMLF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)

View all positions for Wingate Wealth Advisors

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
Root Financial Partners
LPL Financial
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
UBS Group
Vise Technologies
Mariner Wealth Advisors

View all funds holding Dimensional Etf Trust