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Dimensional Etf Trust shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 200k 55.63
2024-06-30 $10M 200k 51.87

More positions owned by Vestia Personal Wealth Advisors

Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional International Value Etf Etf (DFIV)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional National Municipal Bond Etf Etf (DFNM)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Apple Stock (AAPL)
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)
Dimensional Core Fixed Income Etf Etf (DFCF)
Innovator Us Equity Accelerated Etf Etf (XDSQ)

View all positions for Vestia Personal Wealth Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust