Legacy Financial Advisors »

Dimensional Etf Trust shares owned by Legacy Financial Advisors

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

Historical chart of Legacy Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Legacy Financial Advisors 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 Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 21k 59.54
2025-09-30 $771k 13k 58.21
2025-06-30 $461k 8.5k 53.96
2025-03-31 $394k 7.7k 51.49
2024-12-31 $290k 5.2k 55.66

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Apple Stock (AAPL)
Nvidia Corp Stock (NVDA)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Wisdomtree True Emerging Markets Fund Etf (XC)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Microsoft Stock (MSFT)
Natixis Gateway Quality Income Etf Etf (GQI)
Ishares Core Dividend Growth Etf Etf (DGRO)
Procter & Gamble Stock (PG)
Jpmorgan Municipal Etf Etf (JMUB)
Amazon.com Stock (AMZN)

View all positions for Legacy Financial Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust