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Dimensional Etf Trust shares owned by GeoWealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGX) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 267k 53.96
2025-06-30 $13M 237k 53.36
2025-03-31 $16M 302k 52.25
2024-12-31 $15M 292k 52.32
2024-09-30 $39k 725 54.11
2024-06-30 $1.8k 35 52.54

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

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