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Dimensional Etf Trust shares owned by CWM

Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) shares owned by CWM from 13F filings

Historical chart of CWM investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $33M 968k 34.21
2025-09-30 $315k 9.6k 32.90
2025-06-30 $171k 5.5k 31.05
2025-03-31 $49k 1.6k 30.53
2024-12-31 $5.0k 151 33.11
2024-09-30 $5.0k 151 33.11

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View all positions for CWM

Top funds holding Dimensional Etf Trust

Savant Capital Management
CI Private Wealth
Coldstream Capital Management
Foster Group
Truepoint
EP Wealth Advisors
Mosaic Family Wealth Partners
Root Financial Partners
Vise Technologies
Pathstone Holdings
Cetera Investment Advisers
Summit Financial Strategies
HighTower Advisors
Beacon Pointe Advisors
DiNuzzo Private Wealth

View all funds holding Dimensional Etf Trust