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Dimensional Etf Trust shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.2M 142k 64.86
2024-06-30 $8.5M 142k 60.08
2024-03-31 $8.8M 142k 62.34
2022-03-31 $268k 4.8k 56.01
2021-12-31 $301k 5.0k 59.90

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Spdr S&p 500 Etf Trust Ee (SPY)
Apple CS (AAPL)
Microsoft Corp CS (MSFT)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Nvidia Corp CS (NVDA)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
Vanguard Dividend Appreciation Ee (VIG)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
Invesco Qqq Tr Ser 1 Ee (QQQ)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Index Fund Advisors
Bank of America Corporation
Colony
Buckingham Asset Management
Alaska Permanent Fund Corp
Envestnet Asset Management
Pure Financial Advisors
TCI Wealth Advisors
Financial Counselors
Plan
Mercer Global Advisors
HighTower Advisors
Massmutual Trust

View all funds holding Dimensional Etf Trust