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Dimensional Etf Trust shares owned by Everest Financial Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Everest Financial Group from 13F filings

Historical chart of Everest Financial Group investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Everest Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 14k 71.13

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Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Bank of America Corporation
Index Fund Advisors
Colony
Pure Financial Advisors
TCI Wealth Advisors
Envestnet Asset Management
Root Financial Partners
Midwest Trust
Mercer Global Advisors
Plan
Vise Technologies
Royal Bank of Canada
Bank Of Montreal

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