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Dimensional Etf Trust shares owned by Lynch Investment Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Lynch Investment Planning from 13F filings

Historical chart of Lynch Investment Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Lynch Investment Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $662k 14k 46.80

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Us Aggbd Et (AGG)
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Ishares Tr Core Div Grwth (DGRO)
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Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lynch Investment Planning

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
Buckingham Strategic Partners
Spinnaker Investment Group

View all funds holding Dimensional Etf Trust