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Dimensional Etf Trust shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 7.7k 31.38
2025-06-30 $226k 7.7k 29.37
2025-03-31 $201k 7.7k 26.20
2024-09-30 $212k 7.8k 27.01
2024-03-31 $202k 7.9k 25.44

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Spdr Series Trust Msci Usa Strtgic (QUS)
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Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr U.s. Tech Etf (IYW)
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Microsoft Corporation Call Option (MSFT)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Perennial Investment Advisors

Top funds holding Dimensional Etf Trust

Colony
Alerus Financial
LPL Financial
Geometric Wealth Advisors
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