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Dimensional Etf Trust shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAW) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $629k 8.5k 73.98
2025-09-30 $587k 8.2k 71.86
2025-06-30 $543k 8.1k 67.08
2025-03-31 $500k 8.2k 61.28
2024-12-31 $463k 7.4k 62.46

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
iShares Gold Trust ETF Etf (IAU)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Apple Stock (AAPL)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Nvidia Corporation Stock (NVDA)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Apollo Global Mgmt Stock (APO)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)

View all positions for EverSource Wealth Advisors

Top funds holding Dimensional Etf Trust

First Pacific Financial
Wealth Management Nebraska
Arlington Financial Advisors
Farther Finance Advisors
Strategic Investment Solutions
DiNuzzo Private Wealth
Abacus Planning Group
McMill Wealth Management
Fundamentun
Sivia Capital Partners
Keyes, Stange & Wooten Wealth Management
Bryant Woods Investment Advisors
UMA Financial Services
Greenspring Advisors
Triune Financial Partners

View all funds holding Dimensional Etf Trust