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Dimensional Etf Trust shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 425k 29.23
2023-09-30 $12M 468k 26.20
2023-06-30 $14M 499k 27.15
2023-03-31 $13M 522k 25.48
2022-12-31 $13M 523k 24.28

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Appfolio Com Cl A (APPF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Delap Wealth Advisory

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Forum Financial Management
Buckingham Asset Management
Plan
Commonwealth Equity Services
SJS Investment Consulting
Rockwood Wealth Management
Greenspring Advisors
Apella Capital
Private Ocean
HighTower Advisors
Buckingham Strategic Partners
Geometric Wealth Advisors
Monograph Wealth Advisors
Savant Capital Management

View all funds holding Dimensional Etf Trust