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Dimensional Etf Trust shares owned by Cogent Private Wealth

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

Historical chart of Cogent Private Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Cogent Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.4M 195k 32.73

More positions owned by Cogent Private Wealth

American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Avantis Moderat (AVMA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core 60/40 Balan (AOR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
American Centy Etf Tr Avantis All Eqt (AVGE)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Cr Etf (DGCB)

View all positions for Cogent Private Wealth

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
Commonwealth Equity Services
Factory Mutual Insurance Company
Plan
Royal Bank of Canada
JFS Wealth Advisors
Triune Financial Partners
Brian McDonald

View all funds holding Dimensional Etf Trust