Legacy Capital Wealth Partners »

Dimensional Etf Trust shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.3M 70k 46.80
2025-09-30 $3.4M 73k 45.76
2025-06-30 $2.7M 63k 42.36

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Tesla Motors (TSLA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Gap (GAP)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
NVIDIA Corporation (NVDA)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
EOG Resources (EOG)

View all positions for Legacy Capital Wealth Partners

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