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Dimensional Investment shares owned by Wall Street Access Asset Management

Quarter-by-quarter ownership of Dimensional Investment (DFUSX) shares owned by Wall Street Access Asset Management from 13F filings

Historical chart of Wall Street Access Asset Management investment in Dimensional Investment

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All positions including Dimensional Investment held by Wall Street Access Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Investment by Wall Street Access Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $111k 2.5k 44.38

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iShares S&P 500 Index (IVV)
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Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Invesco S&p 500 Equal Weight Etf (RSP)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Facebook Inc cl a (META)
American Balanced Fund Class F2 Mutual Fund (AMBFX)
T. Rowe Price Capital Appreciation Fund Class I Mutual Fund (TRAIX)
American Growth Fund Of America Class F2 Mutual Fund (GFFFX)
Dimensional Etf Trust (DFAS)
American Capital Income Builder Fund Class F2 Mutual Fund (CAIFX)
Vanguard Index Fds Vanguard Value Etf Common Stock (VTV)

View all positions for Wall Street Access Asset Management

Top funds holding Dimensional Investment

Vermillion Wealth Management
Diversified Trust Company
Westside Investment Management
Coston, McIsaac & Partners
Oakworth Capital
Wall Street Access Asset Management

View all funds holding Dimensional Investment