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Dimensional Etf Trust shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DEXC) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $11M 194k 54.57
2025-03-31 $5.9M 124k 47.67
2024-12-31 $9.0M 186k 48.64

More positions owned by Keudell/Morrison Wealth Management

Vaneck Etf Trust Ig Floating Rate (FLTR)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Dimensional Etf Trust

First Command Advisory Services
Brown Financial Advisory
Keudell/Morrison Wealth Management
McIlrath & Eck
Personal Resources Investment & Strategic Management
Quadcap Wealth Management
Beta Wealth
Chicago Partners Investment
R. W. Roge & Company
Hilltop Holdings
Citadel Advisors
Jane Street
Mills Wealth Advisors
Applied Capital
Flow Traders US

View all funds holding Dimensional Etf Trust