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Dimensional Etf Trust shares owned by Winch Advisory Services

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

Historical chart of Winch Advisory Services investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Winch Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 593 31.36
2025-06-30 $17k 589 29.38
2025-03-31 $15k 582 26.19
2024-12-31 $14k 580 24.88

More positions owned by Winch Advisory Services

Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
NVIDIA Corporation (NVDA)
Vanguard Short Term Treasury Etf Etf (VGSH)
Apple (AAPL)
Vanguard Intermediate Term Corp Bond Etf Etf (VCIT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Microsoft Corporation (MSFT)
Capital Group Fixed Income U S Multi Sector Income Etf Etf (CGMS)
Amazon (AMZN)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
Ishares Short Treasury Bond Etf Etf (SHV)
Goldman Sachs Access Treasury 0-1yr Etf Etf (GBIL)
JPMorgan Chase & Co. (JPM)
Visa (V)

View all positions for Winch Advisory Services

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