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Dimensional Etf Trust shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.3M 185k 33.97
2025-12-31 $6.0M 185k 32.73

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Dimensional Etf Trust

Colony
LPL Financial
Alerus Financial
Geometric Wealth Advisors
Hanson McClain Advisors
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