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Dimensional Etf Trust shares owned by Envision Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Envision Financial Planning from 13F filings

Historical chart of Envision Financial Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Envision Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Envision Financial Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 428k 25.87
2024-03-31 $10M 408k 24.72
2023-12-31 $8.5M 353k 24.11
2023-09-30 $8.3M 367k 22.57

More positions owned by Envision Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Ibonds Dec 29 (IBDU)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us High Profitab (DUHP)
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)
Dimensional Etf Trust Intl High Profit (DIHP)
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)
Ishares Tr Ibonds Dec 28 (IBMQ)
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)

View all positions for Envision Financial Planning

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
Bank of America Corporation
Envestnet Asset Management
Foster Group
Mariner Wealth Advisors
Factory Mutual Insurance Company
Mercer Global Advisors
Cable Hill Partners
Private Ocean
CI Private Wealth
Millburn Ridgefield
Creative Planning
Catalyst Capital Advisors
True Link Financial Advisors

View all funds holding Dimensional Etf Trust