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Dimensional Etf Trust shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $20M 572k 35.71

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

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