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Dimensional Etf Trust shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGX) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 22k 53.96
2025-06-30 $533k 10k 53.36
2025-03-31 $276k 5.3k 52.25

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Gold Tr Ishares New (IAU)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for AssuredPartners Investment Advisors

Top funds holding Dimensional Etf Trust

Apella Capital
Planning Center
Hill Investment Group Partners
PrairieView Partners
Savant Capital Management
Alpha Financial Advisors
United Wealth Management
Market Street Wealth Management Advisors
Private Wealth Management Group
HighTower Advisors
Verisail Partners
Mattern Wealth Management
Equita Financial Network
Envestnet Asset Management
Assetmark

View all funds holding Dimensional Etf Trust