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Dimensional Etf Trust shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $28M 771k 36.84
2026-03-31 $1.7M 49k 33.97

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust ST STR P500GRW (SPYG)
Gmo Etf Trust Us Quality Etf (QLTY)
Home Depot (HD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for HB Wealth Management

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust