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Dimensional Etf Trust shares owned by Ridgecrest Wealth Partners

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

Historical chart of Ridgecrest Wealth Partners investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Ridgecrest 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 Ridgecrest Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 6.5k 34.29
2024-06-30 $211k 6.5k 32.24
2024-03-31 $209k 6.5k 31.95

More positions owned by Ridgecrest Wealth Partners

Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Vanguard Specialized Funds Div App Etf (VIG)
Procter & Gamble Company (PG)
Chevron Corporation (CVX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl C (GOOG)
S&p Global (SPGI)

View all positions for Ridgecrest Wealth Partners

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
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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