Berger Financial Group »

Dimensional Etf Trust shares owned by Berger Financial Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Berger Financial Group from 13F filings

Historical chart of Berger Financial Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Berger Financial Group 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 Berger Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $771k 13k 58.21
2025-06-30 $715k 13k 53.96
2025-03-31 $1.1M 22k 51.49
2024-12-31 $984k 18k 55.66

More positions owned by Berger Financial Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
Pgim Etf Tr Jennison Foc Gwt (PJFG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)

View all positions for Berger Financial Group

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Pure Financial Advisors
Buckingham Strategic Partners
EP Wealth Advisors
Jackson Thornton Asset Management
Asset Dedication
Willow Creek Wealth Management
Wealth Enhancement Advisory Services
HighTower Advisors
Trust Co of the South
Raymond James Financial

View all funds holding Dimensional Etf Trust