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Dimensional Etf Trust shares owned by Oakworth Capital

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $206k 8.4k 24.42
2023-09-30 $190k 8.4k 22.52
2023-06-30 $197k 8.4k 23.31
2023-03-31 $194k 8.4k 23.06

More positions owned by Oakworth Capital

Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Ishares S&p 100 Mutual Fund/sto (OEF)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Apple Common Stock (AAPL)
Jp Morgan Chase & Co Common Stock (JPM)
Jpmorgan Equity Mutual Fund/sto (JEPI)
Technology Select Sector Spdrr Mutual Fund/sto (XLK)
Alphabet Common Stock (GOOG)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Spdr S&p Oil & Gas Explor Mutual Fund/sto (XOP)

View all positions for Oakworth Capital

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Geometric Wealth Advisors
Commonwealth Equity Services
Monograph Wealth Advisors
RFG Advisory
UBS Group
Plan
Alerus Financial
JFS Wealth Advisors
Hanson McClain Advisors
Assetmark
Pathstone Holdings
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Great Waters Wealth Management
Evanson Asset Management

View all funds holding Dimensional Etf Trust