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Dimensional Etf Trust shares owned by Ballast Financial Advisors

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

Historical chart of Ballast Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $278k 3.9k 70.91

More positions owned by Ballast Financial Advisors

Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Ballast Financial Advisors

Top funds holding Dimensional Etf Trust

Prudential Financial
Colony
Maseco
Root Financial Partners
Index Fund Advisors
Vise Technologies
Plan
Sax Wealth Advisors
LPL Financial
Mercer Global Advisors
Creative Planning
TCI Wealth Advisors
Mariner Wealth Advisors
Great Waters Wealth Management
Buckingham Strategic Partners

View all funds holding Dimensional Etf Trust