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Dimensional Etf Trust shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $549k 9.2k 59.54
2025-09-30 $553k 9.5k 58.21
2025-06-30 $537k 9.9k 53.96
2025-03-31 $410k 8.0k 51.49
2024-12-31 $287k 5.2k 55.66

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Dimensional Etf Trust

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Willow Creek Wealth Management
Wealth Enhancement Advisory Services
HighTower Advisors
Trust Co of the South

View all funds holding Dimensional Etf Trust