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Dimensional Etf Trust shares owned by Sound Portfolio Advisors

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

Historical chart of Sound Portfolio Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Sound Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 49k 62.45

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Schwab Strategic Tr Fundamental Intl (FNDF)
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Ishares Tr Msci Usa Mmentm (MTUM)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange Traded Smid Risng Etf (SDVY)
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Wisdomtree Tr Us Qtly Div Grt (DGRW)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Exxon Mobil Corporation (XOM)
Ishares Gold Tr Shares Represent (IAUM)

View all positions for Sound Portfolio Advisors

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
Index Fund Advisors
Buckingham Strategic Partners
Pure Financial Advisors
Savant Capital Management
EP Wealth Advisors
Jackson Thornton Asset Management
CI Private Wealth
Asset Dedication
Apella Capital
HighTower Advisors
Trust Co of the South
Raymond James Financial

View all funds holding Dimensional Etf Trust