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Dimensional Etf Trust shares owned by Level Financial Advisors

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

Historical chart of Level Financial Advisors investment in Dimensional Etf Trust

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $226k 4.3k 52.64

More positions owned by Level Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Level Financial Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust