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Dimensional Etf Trust shares owned by WJ Financial Advisors

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

Historical chart of WJ Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by WJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 3.1k 69.90

More positions owned by WJ Financial Advisors

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Cornerstone Strategic Value (CLM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Costco Wholesale Corporation (COST)

View all positions for WJ Financial Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust