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Dimensional Etf Trust shares owned by Joel Adams & Associates

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by Joel Adams & Associates from 13F filings

Historical chart of Joel Adams & Associates investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Joel Adams & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Joel Adams & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $230k 5.4k 42.37

More positions owned by Joel Adams & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Broad Usd High (USHY)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Sustainabilty (DFSU)

View all positions for Joel Adams & Associates

Top funds holding Dimensional Etf Trust

Awm Capital
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Five Oceans Advisors
Forum Financial Management
Abacus Wealth Partners
Citrine Capital
EP Wealth Advisors
LongView Asset Management
Retirement Solution
Savant Capital Management
Wealth Architects
Greenspring Advisors

View all funds holding Dimensional Etf Trust