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Dimensional Etf Trust shares owned by Sowell Financial Services

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

Historical chart of Sowell Financial Services investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 194k 24.42
2023-09-30 $3.8M 167k 22.52
2023-06-30 $2.5M 109k 23.31
2023-03-31 $358k 16k 23.06
2022-12-31 $242k 11k 21.60
2021-12-31 $12M 462k 26.11

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Sprott Physical Gold Tr Unit (PHYS)
Two Rds Shared Tr Affinity World (WLDR)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Sowell Financial Services

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Geometric Wealth Advisors
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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