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Dimensional Etf Trust shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $966k 17k 58.21
2025-06-30 $767k 14k 53.96

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Tesla Motors (TSLA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Gap (GAP)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Apple (AAPL)

View all positions for Legacy Capital Wealth Partners

Top funds holding Dimensional Etf Trust

Creative Planning
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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