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Dimensional Etf Trust shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $847k 12k 71.86
2025-06-30 $794k 12k 67.08
2025-03-31 $699k 11k 61.28
2024-12-31 $717k 12k 62.46
2024-09-30 $442k 7.0k 63.46

More positions owned by Falcon Wealth Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard World Mega Grwth Ind (MGK)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Pimco Etf Tr Multisector Bd (PYLD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Falcon Wealth Planning

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust