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Dimensional Etf Trust shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.8M 72k 52.45

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPTL)
Schwab Strategic Tr Mortgage Backed (SMBS)
Dimensional Etf Trust Dimensional Inte (DFGX)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Spdr Index Shs Fds State Street Spd (SPEM)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Spdr Series Trust State Street Spd (SPYM)
Wisdomtree Tr Wsdm Emktbd Fd (EMCB)

View all positions for Schwallier Wealth Management

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust