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Dimensional Etf Trust shares owned by Allium Financial Advisors

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

Historical chart of Allium Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 31k 72.44
2025-06-30 $2.1M 31k 67.02
2025-03-31 $1.9M 31k 60.48

More positions owned by Allium Financial Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Runway Growth Finance Corp (RWAY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Pimco Dynamic Income SHS (PDI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amazon (AMZN)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Allium Financial Advisors

Top funds holding Dimensional Etf Trust

Prudential Financial
Colony
Maseco
Index Fund Advisors
Plan
Root Financial Partners
Sax Wealth Advisors
LPL Financial
Creative Planning
TCI Wealth Advisors
Great Waters Wealth Management
Mercer Global Advisors
Zhang Financial
Mariner Wealth Advisors
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust