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Dimensional Etf Trust shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $307k 8.6k 35.71
2025-12-31 $295k 8.6k 34.21

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust