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Dimensional Etf Trust shares owned by Avant Financial Advisors

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

Historical chart of Avant Financial Advisors investment in Dimensional Etf Trust

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $926k 20k 46.12
2025-06-30 $860k 20k 42.83
2025-03-31 $790k 20k 39.36
2024-12-31 $712k 20k 35.48

More positions owned by Avant Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Series Trust Portfli Intrmdit (SPTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)

View all positions for Avant Financial Advisors

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
EP Wealth Advisors
Creative Planning
HighTower Advisors
Plan
Foster Group

View all funds holding Dimensional Etf Trust