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Dimensional Etf Trust shares owned by Prosperity Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Prosperity Planning from 13F filings

Historical chart of Prosperity Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Prosperity Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $422k 17k 24.72
2023-12-31 $412k 17k 24.11
2023-09-30 $394k 18k 22.57
2023-06-30 $409k 17k 23.46
2023-03-31 $401k 17k 23.02
2022-12-31 $355k 16k 21.74
2022-09-30 $329k 16k 20.12

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)

View all positions for Prosperity Planning

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
FMR
UBS Group
Envestnet Asset Management
Bank of America Corporation
Mercer Global Advisors
Mariner Wealth Advisors
Cable Hill Partners
Private Ocean
CI Private Wealth
Catalyst Capital Advisors
Millburn Ridgefield
Creative Planning
Mission Wealth Management
Jane Street

View all funds holding Dimensional Etf Trust