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Dimensional Etf Trust shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 5.2k 68.46
2025-06-30 $333k 5.2k 63.71
2025-03-31 $306k 5.1k 59.75
2024-12-31 $367k 5.6k 65.08
2024-09-30 $364k 5.6k 64.86

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JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Exchange-traded Core Investment (FTCB)

View all positions for Cyndeo Wealth Partners

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Index Fund Advisors
Colony
Pure Financial Advisors
TCI Wealth Advisors
Envestnet Asset Management
Plan
Midwest Trust
Savant Capital Management
Premier Financial Group
First Command Advisory Services
Washington Trust Bank
Evanson Asset Management
Royal Bank of Canada

View all funds holding Dimensional Etf Trust