Prevail Innovative Wealth Advisors »

Dimensional Etf Trust shares owned by Prevail Innovative Wealth Advisors

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

Historical chart of Prevail Innovative Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $770k 12k 62.34
2023-09-30 $553k 11k 52.49

More positions owned by Prevail Innovative Wealth Advisors

Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Global X Fds Russell 2000 (RYLD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
American Centy Etf Tr Avantis Us Small (AVSC)
Energy Transfer Com Ut Ltd Ptn (ET)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Goldman Sachs (GS)
MPLX Com Unit Rep Ltd (MPLX)
Civitas Resources Com New (CIVI)
Adams Express Company (ADX)
Newmont Mining Corporation (NEM)
Alliance Resource Partners L Ut Ltd Part (ARLP)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Dimensional Etf Trust

Creative Planning
Bank of America Corporation
Buckingham Asset Management
Alaska Permanent Fund Corp
TCI Wealth Advisors
Ark & Tlk Investments
Plan
Financial Counselors
Mercer Global Advisors
Pure Financial Advisors
HighTower Advisors
Resource Consulting Group
Beaird Harris Wealth Management
Sageworth Trust Company
Savant Capital Management

View all funds holding Dimensional Etf Trust