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Dimensional Etf Trust shares owned by KWMG

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

Historical chart of KWMG investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by KWMG

Quarter filed Position value Share count Share price at filing
2025-09-30 $32M 472k 68.46
2025-06-30 $29M 459k 63.71
2025-03-31 $27M 446k 59.75
2024-12-31 $28M 430k 65.08
2024-09-30 $28M 436k 64.86
2024-06-30 $26M 432k 60.08
2024-03-31 $26M 420k 62.34
2023-12-31 $25M 410k 59.62

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Tips Bd Etf (TIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for KWMG

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