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Dimensional Etf Trust shares owned by Concentrum Wealth Management

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

Historical chart of Concentrum Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 30k 58.21
2025-06-30 $2.5M 46k 53.96
2025-03-31 $3.2M 62k 51.49
2024-12-31 $4.1M 73k 55.66
2024-09-30 $3.5M 63k 55.63
2024-06-30 $2.6M 51k 51.87
2024-03-31 $2.0M 36k 54.42

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Powershares Qqq Tr Etf (QQQ)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
First Trust Value Line Dividend Index Fund Etf (FVD)
Vaneck Semiconductor Etf Etf (SMH)
Tesla Motors Stock (TSLA)
Microsoft Stock (MSFT)
Ishares Bitcoin Trust Etf Etf (IBIT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Advanced Micro Devices Stock (AMD)
Amazon.com Stock (AMZN)
Spdr Gold Etf Etf (GLD)

View all positions for Concentrum Wealth Management

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