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Dimensional Etf Trust shares owned by Surevest

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

Historical chart of Surevest investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $271k 6.9k 39.01
2022-06-30 $279k 6.9k 40.16
2021-12-31 $330k 6.9k 47.50
2021-09-30 $308k 6.9k 44.34

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Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Pure Financial Advisors
Buckingham Strategic Partners
Jackson Thornton Asset Management
CI Private Wealth
Wealth Enhancement Advisory Services
Asset Dedication
Mercer Global Advisors
Envestnet Asset Management
HighTower Advisors
EP Wealth Advisors

View all funds holding Dimensional Etf Trust