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Dimensional Etf Trust shares owned by CWS Financial Advisors

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

Historical chart of CWS Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by CWS 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 CWS Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 4.4k 46.80
2025-09-30 $278k 6.1k 45.76
2025-06-30 $236k 5.6k 42.36

More positions owned by CWS Financial Advisors

Stryker Corporation (SYK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for CWS Financial Advisors

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
RVW Wealth
Sageworth Trust Company
Resources Investment Advisors
Hanson McClain Advisors
Colony
Aquire Wealth Advisors
Modera Wealth Management
Mars Jewett Financial Group
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Kooman & Associates
Beacon Pointe Advisors
Blankinship & Foster
Spinnaker Investment Group
Evoke Wealth

View all funds holding Dimensional Etf Trust