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Dimensional Etf Trust shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 32k 31.89
2025-06-30 $780k 26k 29.99

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
iShares Gold Trust ETF Etf (IAU)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Praxis Impact Large Cap Growth Etf Etf (PRXG)
Praxis Impact Large Cap Value Etf Etf (PRXV)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Total Stock Market Etf Etf (VTI)
Broadcom Stock (AVGO)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for EverSource Wealth Advisors

Top funds holding Dimensional Etf Trust

Asset Dedication
Comprehensive Portfolio Management
Jones Financial Companies, L.L
HighTower Advisors
Raymond James Financial
FMR
True Wealth Design
Sensible Money
Marquette Asset Management
Beacon Pointe Advisors
Burns Wealth Management
Evanson Asset Management
Janney Montgomery Scott
Cambridge Financial Group
Strata Wealth Advisors

View all funds holding Dimensional Etf Trust