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Dimensional Etf Trust shares owned by Herold Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Herold Advisors from 13F filings

Historical chart of Herold Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Herold Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $551k 12k 47.71

More positions owned by Herold Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Us Larg (AVLC)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Abbvie (ABBV)
Mastercard Incorporated Cl A (MA)
Wal-Mart Stores (WMT)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Herold Advisors

Top funds holding Dimensional Etf Trust

Colony
Buckingham Strategic Partners
Apella Capital
Resources Investment Advisors
Savant Capital Management
Root Financial Partners
Vise Technologies
Beaird Harris Wealth Management
Planning Center
Envestnet Asset Management
DiNuzzo Private Wealth
HighTower Advisors
Great Waters Wealth Management
Phillips Financial Management
Rachor Investment Advisory Services

View all funds holding Dimensional Etf Trust