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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
2024-03-31 $3.9M 157k 24.61
2023-12-31 $4.2M 171k 24.42

More positions owned by Evernest Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Evernest Financial Advisors

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Envestnet Asset Management
LPL Financial
Geometric Wealth Advisors
Commonwealth Equity Services
Glenmede Trust Company
Monograph Wealth Advisors
RFG Advisory
Brian McDonald
UBS Group
Plan
Alerus Financial
JFS Wealth Advisors
Hanson McClain Advisors
Assetmark

View all funds holding Dimensional Etf Trust