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Dimensional Etf Trust shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.3M 184k 45.12
2025-12-31 $4.4M 93k 46.80

More positions owned by Larry Mathis Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Trust Ishare 0-1 (SHV)
Proshares Tr Hgh Yld Int Rate (HYHG)
Proshares Tr Invt Int Rt Hg (IGHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)

View all positions for Larry Mathis Financial Planning

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust