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Dimensional Etf Trust shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $599k 24k 25.42

More positions owned by Investment Planning Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Investment Planning Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust