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Dimensional Etf Trust shares owned by Centered Wealth LLC dba Miller Equity Capital Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Centered Wealth LLC dba Miller Equity Capital Advisors from 13F filings

Historical chart of Centered Wealth LLC dba Miller Equity Capital Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Centered Wealth LLC dba Miller Equity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Centered Wealth LLC dba Miller Equity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $637k 20k 32.24
2024-03-31 $360k 11k 31.95

More positions owned by Centered Wealth LLC dba Miller Equity Capital Advisors

Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Consum Dis Etf (VCR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Chipotle Mexican Grill (CMG)
Vanguard World Financials Etf (VFH)
Microsoft Corporation (MSFT)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Health Car Etf (VHT)

View all positions for Centered Wealth LLC dba Miller Equity Capital Advisors

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
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Buckingham Asset Management
LPL Financial
Buckingham Strategic Partners
Plan
Commonwealth Equity Services
Savant Capital Management
Rockwood Wealth Management
SJS Investment Consulting
Apella Capital
Sontag Advisory
Private Ocean

View all funds holding Dimensional Etf Trust