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Dimensional Etf Trust shares owned by Independent Wealth Advisors

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

Historical chart of Independent Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Independent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 5.2k 39.54

More positions owned by Independent Wealth Advisors

Spdr Gold Tr Gold Shs (GLD)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)
Strategy Day Hagan Smart (SSUS)
Vanguard World Mega Cap Index (MGC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Gold Tr Ishares New (IAU)
Vanguard World Mega Grwth Ind (MGK)
Ishares Silver Tr Ishares (SLV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Independent Wealth Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust