Global Wealth Strategies & Associates »

Dimensional Etf Trust shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $96k 2.8k 34.29
2024-06-30 $77k 2.4k 32.24
2024-03-31 $76k 2.4k 31.95
2023-12-31 $70k 2.4k 29.23
2023-09-30 $62k 2.4k 26.20
2023-06-30 $16k 592 27.15
2023-03-31 $15k 592 25.48
2022-12-31 $14k 592 24.28

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Russell 2000 Etf Etf (VTWO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Sherwin Williams Stock (SHW)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Global Wealth Strategies & Associates

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Colony
Forum Financial Management
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