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Dimensional Etf Trust shares owned by Whitener Capital Management

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

Historical chart of Whitener Capital Management investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Whitener Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $361k 11k 33.97

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Amazon (AMZN)
Microsoft Corporation (MSFT)
McDonald's Corporation (MCD)
Honeywell International (HON)
Visa Com Cl A (V)
Goldman Sachs (GS)
Abbvie (ABBV)
Caterpillar (CAT)
Duke Energy Corp Com New (DUK)
Exxon Mobil Corporation (XOM)

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Top funds holding Dimensional Etf Trust

Colony
LPL Financial
Alerus Financial
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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