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Dimensional Etf Trust shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 116k 31.38
2025-06-30 $3.4M 116k 29.37
2025-03-31 $3.1M 119k 26.20
2024-12-31 $3.7M 147k 24.86
2024-09-30 $4.8M 177k 27.01
2024-06-30 $4.3M 170k 25.42
2024-03-31 $3.9M 157k 24.61
2023-12-31 $4.2M 171k 24.42

More positions owned by Evernest Financial Advisors

World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Covington Trust Fundamental Smal (FFSM)
Capital Group International SHS (CGIE)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Fidelity Covington Trust Enhanced Intl (FENI)
Capitol Ser Tr Fairlead Tactica (TACK)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group Conservative E SHS (CGCV)

View all positions for Evernest Financial Advisors

Top funds holding Dimensional Etf Trust

Colony
Alerus Financial
LPL Financial
Geometric Wealth Advisors
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