Legacy Capital Wealth Partners »

Dimensional Etf Trust shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFVX) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 2.5k 82.24

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
D.R. Horton (DHI)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Tesla Motors (TSLA)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Intel Corporation (INTC)

View all positions for Legacy Capital Wealth Partners

Top funds holding Dimensional Etf Trust

HBK Sorce Advisory
Wealth Enhancement Advisory Services
Wealthquest
Curio Wealth
Chicago Partners Investment
Elite Life Management
Medallion Wealth Advisors
Up Strategic Wealth Investment Advisors
Goldman Sachs Group
Frank. Day
LPL Financial
First Financial Group Corp
Citadel Advisors
WPWealth
Vantage Point Financial

View all funds holding Dimensional Etf Trust