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Dimensional Etf Trust shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 91k 51.83
2023-09-30 $3.7M 80k 46.55
2023-06-30 $1.7M 35k 48.16
2023-03-31 $568k 13k 44.43
2022-12-31 $465k 11k 41.61

More positions owned by Independent Advisor Alliance

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ameris Ban (ABCB)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Amazon (AMZN)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Advanced Micro Devices (AMD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)

View all positions for Independent Advisor Alliance

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Plan
Mercer Global Advisors
Ml & R Wealth Management
TCI Wealth Advisors
Great Waters Wealth Management
Creative Planning
Intelligence Driven Advisers
CI Private Wealth
Zhang Financial
Sequoia Financial Advisors
G2 Capital Management, Llc / Oh
Savant Capital Management
JFS Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding Dimensional Etf Trust