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Dimensional Etf Trust shares owned by Holistic Financial Partners

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

Historical chart of Holistic Financial Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $206k 6.3k 32.73

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)
First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Holistic Financial Partners

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