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Dimensional Etf Trust shares owned by JGP Wealth Management

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

Historical chart of JGP Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $11M 156k 69.67

More positions owned by JGP Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Kla Corp Com New (KLAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Analog Devices (ADI)
PNC Financial Services (PNC)
Automatic Data Processing (ADP)
Raytheon Technologies Corp (RTX)
W.W. Grainger (GWW)
Wal-Mart Stores (WMT)
Quest Diagnostics Incorporated (DGX)
Amgen (AMGN)

View all positions for JGP Wealth Management

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
Evanson Asset Management
First Command Advisory Services
Washington Trust Bank
Royal Bank of Canada

View all funds holding Dimensional Etf Trust