GoalVest Advisory »

Dimensional Etf Trust shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $241k 4.1k 59.54

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Goldman Sachs Municipal Income Etf Etf (GMUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Stock Market Etf Etf (VTI)
State Street Spdr Nyse Technology Etf Etf (XNTK)
Vanguard Ftse Europe Etf Etf (VGK)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Palantir Technologies Inc Cl A Stock (PLTR)
Invesco Senior Loan Etf Etf (BKLN)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)

View all positions for GoalVest Advisory

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust