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Dimensional Etf Trust shares owned by Ballast Rock Private Wealth

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Ballast Rock Private Wealth from 13F filings

Historical chart of Ballast Rock Private Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Ballast Rock Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 63k 46.80

More positions owned by Ballast Rock Private Wealth

Apple (AAPL)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vs Trust -1x Shrt Vix Fut (SVIX)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Ballast Rock Private Wealth

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
RVW Wealth
Resources Investment Advisors
Hanson McClain Advisors
Aquire Wealth Advisors
Modera Wealth Management
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Kooman & Associates
Blankinship & Foster
Buckingham Strategic Partners
Spinnaker Investment Group
Colony
AE Wealth Management
Wealth Enhancement Advisory Services
Hemington Wealth Management

View all funds holding Dimensional Etf Trust