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Dimensional Etf Trust shares owned by Milestone Group

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

Historical chart of Milestone Group investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Milestone Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $115k 3.4k 33.97
2023-12-31 $38k 1.5k 24.42
2023-09-30 $35k 1.5k 22.52
2023-06-30 $36k 1.5k 23.31
2023-03-31 $35k 1.5k 23.06
2022-12-31 $33k 1.5k 21.60
2022-09-30 $29k 1.5k 18.89
2022-06-30 $33k 1.5k 21.50

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Gold Tr Shares Represent (IAUM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Milestone Group

Top funds holding Dimensional Etf Trust

Colony
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Envestnet Asset Management
Monograph Wealth Advisors
Glenmede Trust Company
Great Waters Wealth Management
Factory Mutual Insurance Company
Commonwealth Equity Services
Plan
Royal Bank of Canada
JFS Wealth Advisors
Buckingham Strategic Partners

View all funds holding Dimensional Etf Trust