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Dimensional Etf Trust shares owned by Youngs Advisory

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

Historical chart of Youngs Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Youngs Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 254k 58.21
2025-06-30 $13M 242k 53.96
2025-03-31 $5.3M 104k 51.49

More positions owned by Youngs Advisory

Ishares Tr Core Msci Total (IXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Technology (XLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Global X Fds Us Pfd Etf (PFFD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Air Products & Chemicals (APD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
C3 Ai Cl A (AI)

View all positions for Youngs Advisory

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Pure Financial Advisors
Buckingham Strategic Partners
EP Wealth Advisors
Jackson Thornton Asset Management
Asset Dedication
Willow Creek Wealth Management
Wealth Enhancement Advisory Services
HighTower Advisors
Trust Co of the South
Raymond James Financial

View all funds holding Dimensional Etf Trust