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Dimensional Etf Trust shares owned by Worth Asset Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Worth Asset Management from 13F filings

Historical chart of Worth Asset Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Worth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $888k 23k 38.96

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Capital Group Core Balanced Etf Etf (CGBL)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Apple Stock (AAPL)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Exxon Mobil Corp Stock (XOM)
Vanguard Mega Cap Value Etf Etf (MGV)

View all positions for Worth Asset Management

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