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Dimensional Etf Trust shares owned by Wingate Wealth Advisors

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

Historical chart of Wingate Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Wingate Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Wingate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 4.5k 72.44
2025-06-30 $303k 4.5k 67.02
2025-03-31 $273k 4.5k 60.48
2024-12-31 $491k 7.7k 63.75

More positions owned by Wingate Wealth Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
T Rowe Price Etf Cap Appreciation (TCAF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Intl Qualty (IQLT)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)

View all positions for Wingate Wealth 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