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Dimensional Etf Trust shares owned by Momentum Advisors

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

Historical chart of Momentum Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Momentum Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Momentum Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $821k 19k 43.95
2022-09-30 $393k 10k 39.01

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Gold Tr Gold Shs (GLD)
Impact Shs Tr I Naacp Mino Etf (NACP)
Select Sector Spdr Tr Energy (XLE)
Meta Platforms Cl A (META)
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United Parcel Service CL B (UPS)

View all positions for Momentum Advisors

Top funds holding Dimensional Etf Trust

Creative Planning
Buckingham Asset Management
Forum Financial Management
Savant Capital Management
Mercer Global Advisors
CI Private Wealth
Buckingham Strategic Partners
Jackson Thornton Asset Management
Wealth Enhancement Advisory Services
Pure Financial Advisors
Asset Dedication
Trust Co of the South
Plan
Truepoint
Resource Consulting Group

View all funds holding Dimensional Etf Trust