Summit Financial Wealth Advisors »

Dimensional Etf Trust shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Summit Financial Wealth Advisors 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 Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $569k 15k 37.49

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Raytheon Technologies Corp (RTX)
Qualcomm (QCOM)
3M Company (MMM)
Cummins (CMI)
Genuine Parts Company (GPC)

View all positions for Summit Financial Wealth Advisors

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
Modera Wealth Management
Aquire Wealth Advisors
Hanson McClain Advisors
Blankinship & Foster
Kooman & Associates
Resources Investment Advisors
Spinnaker Investment Group
Arista Wealth Management
AE Wealth Management
Meridian Wealth Partners
Colony
Buckingham Asset Management
Evoke Wealth
Billeaud Capital Management

View all funds holding Dimensional Etf Trust