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Dimensional Etf Trust shares owned by Avant Financial Advisors

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

Historical chart of Avant Financial Advisors investment in Dimensional Etf Trust

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 327k 31.84
2025-06-30 $9.2M 311k 29.43
2025-03-31 $7.5M 268k 28.15
2024-12-31 $8.0M 259k 30.78

More positions owned by Avant Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Series Trust Portfli Intrmdit (SPTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)

View all positions for Avant Financial Advisors

Top funds holding Dimensional Etf Trust

Savant Capital Management
Mather Group
JMG Financial Group
CI Private Wealth
Colony
HPM Partners
Comprehensive Portfolio Management
Pathstone Holdings
Modera Wealth Management
Index Fund Advisors
Coldstream Capital Management
Cetera Investment Advisers
Envestnet Asset Management
Creative Planning
Arista Wealth Management

View all funds holding Dimensional Etf Trust