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Dimensional Etf Trust shares owned by New Dimensions Wealth Management

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

Historical chart of New Dimensions Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by New Dimensions Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by New Dimensions Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 31k 58.21
2025-06-30 $1.7M 31k 53.96

More positions owned by New Dimensions Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for New Dimensions Wealth Management

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
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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