Atlas Private Wealth Advisors »

Dimensional Etf Trust shares owned by Atlas Private Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Atlas Private Wealth Advisors from 13F filings

Historical chart of Atlas Private Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Atlas Private 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 Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 41k 32.73
2025-09-30 $1.0M 32k 31.38
2025-06-30 $1.7M 58k 29.37

More positions owned by Atlas Private Wealth Advisors

Spdr Series Trust State Street Spd (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust State Street Spd (SPSM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core Div Grwth (DGRO)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Atlas Private Wealth Advisors

Top funds holding Dimensional Etf Trust

Colony
Alerus Financial
LPL Financial
Geometric Wealth Advisors
Hanson McClain Advisors
Envestnet Asset Management
Monograph Wealth Advisors
Great Waters Wealth Management
Factory Mutual Insurance Company
Commonwealth Equity Services
Plan
Royal Bank of Canada
JFS Wealth Advisors
Triune Financial Partners
Buckingham Strategic Partners

View all funds holding Dimensional Etf Trust