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Dimensional Etf Trust shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.1M 74k 82.34
2025-12-31 $203k 2.9k 69.67
2025-09-30 $303k 4.4k 68.46
2025-06-30 $277k 4.2k 65.93
2025-03-31 $285k 4.8k 59.75
2024-12-31 $301k 4.6k 65.09

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Port High Etf (SPHY)
Ishares Tr National Mun Etf (MUB)

View all positions for SageView Advisory Group

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Bank of America Corporation
Index Fund Advisors
Colony
Pure Financial Advisors
TCI Wealth Advisors
Root Financial Partners
Vise Technologies
Envestnet Asset Management
Mercer Global Advisors
Midwest Trust
Savant Capital Management
Plan
Confluence Wealth Services

View all funds holding Dimensional Etf Trust