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Dimensional Etf Trust shares owned by BWM Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by BWM Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 8.5k 31.38
2025-06-30 $249k 8.5k 29.37
2025-03-31 $220k 8.4k 26.20
2024-12-31 $208k 8.4k 24.86
2024-09-30 $224k 8.3k 27.01

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis All Int (AVNM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ea Series Trust Us Quan Value (QVAL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr Core S&p500 Etf (IVV)
Proshares Tr Sp500 Ex Enrgy (SPXE)
Ea Series Trust Alpha Architect (HIDE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for BWM Planning

Top funds holding Dimensional Etf Trust

Colony
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Hanson McClain Advisors
Envestnet Asset Management
Monograph Wealth Advisors
Commonwealth Equity Services
Factory Mutual Insurance Company
Great Waters Wealth Management
Plan
Royal Bank of Canada
JFS Wealth Advisors
Triune Financial Partners
Brian McDonald

View all funds holding Dimensional Etf Trust