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Dimensional Etf Trust shares owned by PDS Planning

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

Historical chart of PDS Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $244k 4.3k 56.98
2023-12-31 $221k 4.3k 51.82
2023-06-30 $204k 4.2k 48.16
2021-12-31 $219k 4.2k 51.77

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Plan
Mercer Global Advisors
Ml & R Wealth Management
TCI Wealth Advisors
Great Waters Wealth Management
Creative Planning
Intelligence Driven Advisers
Zhang Financial
CI Private Wealth
G2 Capital Management, Llc / Oh
Sequoia Financial Advisors
JFS Wealth Advisors
Wealth Enhancement Advisory Services
Forum Financial Management

View all funds holding Dimensional Etf Trust