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Dimensional Etf Trust shares owned by Waterfront Wealth

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

Historical chart of Waterfront Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $661k 9.2k 71.80
2025-06-30 $577k 8.6k 67.08
2025-03-31 $257k 4.2k 61.28

More positions owned by Waterfront Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Royce Value Trust (RVT)
Adams Express Company (ADX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Proshares Tr Large Cap Cre (CSM)
Jefferies Finl Group (JEF)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Commerce Bancshares (CBSH)

View all positions for Waterfront Wealth

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