Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wealth Enhancement & Preservation of GA »

Dimensional Etf Trust shares owned by Wealth Enhancement & Preservation of GA

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Wealth Enhancement & Preservation of GA from 13F filings

Historical chart of Wealth Enhancement & Preservation of GA investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Wealth Enhancement & Preservation of GA consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Dimensional Etf Trust by Wealth Enhancement & Preservation of GA

Quarter filed	Position value	Share count	Share price at filing
2023-06-30	$556k	21k	27.15
2023-03-31	$520k	20k	25.48
2022-12-31	$494k	20k	24.28
2022-09-30	$450k	20k	22.24
2022-06-30	$470k	20k	23.31
2022-03-31	$554k	20k	27.58

More positions owned by Wealth Enhancement & Preservation of GA

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Spdr Dow Jones Indl Average Ut Ser 1 (DIA)

Ishares Tr Core Us Aggbd Et (AGG)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Ssga Active Etf Tr Blackstone Senr (SRLN)

Nucor Corporation (NUE)

Home Depot (HD)

Apple (AAPL)

Microsoft Corporation (MSFT)

Eli Lilly & Co. (LLY)

View all positions for Wealth Enhancement & Preservation of GA

Top funds holding Dimensional Etf Trust

Mercer Global Advisors

Colony

Forum Financial Management

LPL Financial

Apella Capital

Envestnet Asset Management

Buckingham Strategic Partners

Rockwood Wealth Management

Plan

SJS Investment Consulting

Commonwealth Equity Services

Geometric Wealth Advisors

Savant Capital Management

Sontag Advisory

Greenspring Advisors

View all funds holding Dimensional Etf Trust

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z