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Dimensional Etf Trust shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 65k 45.76
2025-06-30 $2.4M 56k 42.36
2025-03-31 $2.2M 58k 38.44

More positions owned by AssuredPartners Investment Advisors

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for AssuredPartners Investment Advisors

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
RVW Wealth
Resources Investment Advisors
Hanson McClain Advisors
Aquire Wealth Advisors
Modera Wealth Management
Kooman & Associates
Blankinship & Foster
Buckingham Strategic Partners
Spinnaker Investment Group
AE Wealth Management
Colony
Hemington Wealth Management
Arista Wealth Management
Evoke Wealth

View all funds holding Dimensional Etf Trust