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Dimensional Etf Trust shares owned by Keystone Financial Group

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

Historical chart of Keystone Financial Group investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $29M 624k 45.76
2025-06-30 $27M 636k 43.11
2025-03-31 $25M 640k 38.31
2024-12-31 $24M 597k 40.49

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Fb Finl (FBK)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Short Treas Bd (SHV)

View all positions for Keystone Financial Group

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
RVW Wealth
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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