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Dimensional Etf Trust shares owned by WMS Partners

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

Historical chart of WMS Partners investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by WMS Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $690k 29k 24.11
2023-09-30 $478k 21k 22.57
2023-06-30 $498k 21k 23.46
2023-03-31 $424k 18k 23.02
2022-12-31 $427k 20k 21.95

More positions owned by WMS Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
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Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
T. Rowe Price (TROW)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Short Dura Core (JSCP)

View all positions for WMS Partners

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
UBS Group
Mercer Global Advisors
Bank of America Corporation
Mariner Wealth Advisors
Cable Hill Partners
Private Ocean
CI Private Wealth
Catalyst Capital Advisors
Millburn Ridgefield
Creative Planning
Mission Wealth Management
Falcon Wealth Planning
True Link Financial Advisors
Evoke Wealth

View all funds holding Dimensional Etf Trust