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Dimensional Etf Trust shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGX) 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 $2.8M 52k 53.96
2025-06-30 $1.5M 29k 53.36
2025-03-31 $1.4M 26k 52.25
2024-12-31 $1.1M 21k 52.32
2024-09-30 $994k 18k 54.11
2024-06-30 $906k 17k 53.33
2024-03-31 $791k 15k 52.04

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

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