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Dimensional Etf Trust shares owned by Allen Wealth Management

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

Historical chart of Allen Wealth Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Allen 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 Allen Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 260k 49.90

More positions owned by Allen Wealth Management

Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Energy Etf (VDE)
Alps Etf Tr Alerian Mlp (AMLP)
Exxon Mobil Corporation (XOM)
Chevron Corporation (CVX)
Cisco Systems (CSCO)
Lockheed Martin Corporation (LMT)
Citigroup Com New (C)
Apple (AAPL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Merck & Co (MRK)
Lincoln National Corporation (LNC)

View all positions for Allen Wealth Management

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
Buckingham Strategic Partners
Envestnet Asset Management
Index Fund Advisors
Raymond James Financial
Creative Planning
HighTower Advisors
Plan
Farther Finance Advisors
Foster Group

View all funds holding Dimensional Etf Trust