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Dimensional Etf Trust shares owned by M Wealth Management

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

Historical chart of M Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by M 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 M Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 37k 68.46
2025-06-30 $2.4M 38k 63.71
2025-03-31 $2.4M 40k 59.75
2024-12-31 $3.3M 51k 65.08

More positions owned by M Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Shares Represent (IAUM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
American Centy Etf Tr Avantis All Eqt (AVGV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)

View all positions for M 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
First Command Advisory Services
Washington Trust Bank
Evanson Asset Management
Royal Bank of Canada

View all funds holding Dimensional Etf Trust