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Dimensional Etf Trust shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $52M 1.1M 46.69
2025-06-30 $53M 1.2M 44.10
2025-03-31 $46M 1.2M 37.96
2024-12-31 $48M 1.2M 40.16
2024-09-30 $50M 1.3M 39.94
2024-06-30 $43M 1.2M 35.80

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
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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