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Dimensional Etf Trust shares owned by Valeo Financial Advisors

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

Historical chart of Valeo Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Valeo 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 Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.9M 71k 40.64
2026-03-31 $407k 12k 34.55
2025-12-31 $242k 7.3k 33.08
2024-12-31 $207k 7.9k 26.19
2024-09-30 $222k 7.9k 28.15
2023-06-30 $212k 8.8k 24.05
2023-03-31 $208k 8.8k 23.59

More positions owned by Valeo Financial Advisors

Spdr S&p 500 Etf Etf (SPY)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p 500 Index Etf (IVV)
Prologis Share Beneficial Int Reit (PLD)
Eli Lilly & Co Stock (LLY)
Apple Stock (AAPL)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Nvidia Corp Stock (NVDA)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Fidelity Total Bond Etf Etf (FBND)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf (IEFA)

View all positions for Valeo Financial Advisors

Top funds holding Dimensional Etf Trust

Forum Financial Management
Colony
Buckingham Strategic Partners
CI Private Wealth
Sequoia Financial Advisors
Truepoint
Savant Capital Management
HBK Sorce Advisory
HighTower Advisors
BKD Wealth Advisors
Curated Wealth Partners
Parcion Private Wealth
Asset Dedication
Evensky & Katz
JMG Financial Group

View all funds holding Dimensional Etf Trust