David Wealth Management »

Dimensional Etf Trust shares owned by David Wealth Management

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

Historical chart of David Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-06-30 $870k 16k 53.96
2025-03-31 $933k 18k 51.49
2024-12-31 $1.0M 18k 55.66

More positions owned by David Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Danaher Corporation (DHR)
NVIDIA Corporation (NVDA)
Truist Financial Corp equities (TFC)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Marriott Intl Cl A (MAR)

View all positions for David 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