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Dimensional Etf Trust shares owned by Legacy Financial Advisors

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

Historical chart of Legacy Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 46k 46.12
2025-06-30 $1.8M 42k 42.83
2025-03-31 $1.6M 41k 39.36
2024-12-31 $1.2M 33k 35.48
2024-09-30 $1.1M 29k 38.08
2024-06-30 $923k 26k 35.94

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Franklin International Core Dividend Tilt Index Fund Etf (DIVI)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree True Emerging Markets Fund Etf (XC)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Natixis Gateway Quality Income Etf Etf (GQI)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Microsoft Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Procter And Gamble Stock (PG)
Jpmorgan Municipal Etf Etf (JMUB)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Legacy 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