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Dimensional Etf Trust shares owned by SageView Advisory Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) shares owned by SageView Advisory Group from 13F filings

Historical chart of SageView Advisory Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 80k 21.83
2023-09-30 $1.6M 80k 19.52
2023-06-30 $1.6M 76k 21.52
2023-03-31 $1.6M 75k 21.49
2022-12-31 $1.5M 72k 21.15

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Dimensional Etf Trust

Elwood & Goetz Wealth Advisory Group
Beaird Harris Wealth Management
HighTower Advisors
Bridgeworth
RAM Investment Partners
Rather & Kittrell
Brown Financial Advisory
BKD Wealth Advisors
AE Wealth Management
Great Oak Capital Partners
Bridgewater Advisors
Forum Financial Management
Root Financial Partners
Core Wealth Management
Phillips Financial Management

View all funds holding Dimensional Etf Trust