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Dimensional Etf Trust shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $346k 11k 32.24
2024-03-31 $358k 11k 31.95
2023-12-31 $415k 14k 29.23
2023-09-30 $394k 15k 26.20
2023-06-30 $414k 15k 27.15
2023-03-31 $746k 29k 25.48

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
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
Private Ocean
Greenspring Advisors
Geometric Wealth Advisors

View all funds holding Dimensional Etf Trust