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Dimensional Etf Trust shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DCOR) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 71k 71.94
2025-06-30 $4.6M 69k 66.85
2025-03-31 $4.1M 67k 61.33
2024-12-31 $4.1M 64k 64.16
2024-09-30 $3.9M 62k 63.34

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Amazon (AMZN)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Exchange-traded Core Investment (FTCB)

View all positions for Cyndeo Wealth Partners

Top funds holding Dimensional Etf Trust

Pure Financial Advisors
Your Advocates
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Brighton Jones
LRI Investments
Fundamentun
Rather & Kittrell
Private Advisor
Monograph Wealth Advisors
Resources Investment Advisors
Annandale Capital
Great Oak Capital Partners
BCO Wealth Management
SC&H Financial Advisors
Keyes, Stange & Wooten Wealth Management

View all funds holding Dimensional Etf Trust