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Dimensional Etf Trust shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $316k 6.0k 52.49
2023-06-30 $338k 6.2k 54.80
2022-12-31 $2.5M 244k 10.34
2022-09-30 $154k 60k 2.55

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)

View all positions for HBK Sorce Advisory

Top funds holding Dimensional Etf Trust

Creative Planning
Bank of America Corporation
Alaska Permanent Fund Corp
Buckingham Asset Management
TCI Wealth Advisors
Ark & Tlk Investments
Plan
Financial Counselors
Mercer Global Advisors
Savant Capital Management
Pure Financial Advisors
Resource Consulting Group
Beaird Harris Wealth Management
Sageworth Trust Company
Massmutual Trust

View all funds holding Dimensional Etf Trust