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Dimensional Etf Trust shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 52k 68.46
2025-06-30 $3.1M 49k 63.71
2025-03-31 $2.5M 42k 59.75

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern 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