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Dimensional Etf Trust shares owned by Wealth Architects

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by Wealth Architects from 13F filings

Historical chart of Wealth Architects investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Wealth Architects

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 51k 31.63
2023-09-30 $1.3M 46k 29.39
2023-06-30 $834k 27k 30.44

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Wealth Architects

Top funds holding Dimensional Etf Trust

Quantum Financial Advisors
Awm Capital
Abacus Wealth Partners
Five Oceans Advisors
Forum Financial Management
Jane Street
Vista Wealth Management Group
Greenspring Advisors
AE Wealth Management
Retirement Solution
Wealth Enhancement Advisory Services
Savant Capital Management
Francis Financial
Heritage Financial Services
Asset Dedication

View all funds holding Dimensional Etf Trust