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Dimensional Etf Trust shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Wingate 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 Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $475k 14k 32.90
2025-06-30 $446k 14k 31.02
2025-03-31 $437k 14k 30.57
2024-12-31 $428k 14k 30.03

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Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
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Alphabet Cap Stk Cl A (GOOGL)
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View all positions for Wingate Wealth Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust