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Dimensional Etf Trust shares owned by OLIO Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by OLIO Financial Planning from 13F filings

Historical chart of OLIO Financial Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by OLIO Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 43k 52.88
2023-12-31 $2.3M 44k 52.88
2023-09-30 $1.5M 34k 45.69
2023-06-30 $1.3M 27k 46.39
2023-03-31 $343k 7.7k 44.50

More positions owned by OLIO Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for OLIO Financial Planning

Top funds holding Dimensional Etf Trust

Creative Planning
Buckingham Asset Management
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Buckingham Strategic Partners
Mercer Global Advisors
CI Private Wealth
Envestnet Asset Management
Jackson Thornton Asset Management
Wealth Enhancement Advisory Services
Pure Financial Advisors
HighTower Advisors
Asset Dedication
Trust Co of the South

View all funds holding Dimensional Etf Trust