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Dimensional Etf Trust shares owned by Essential Planning

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

Historical chart of Essential Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Essential Planning

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.6M 204k 22.61
2023-06-30 $4.4M 187k 23.45
2023-03-31 $4.2M 183k 22.99
2022-12-31 $2.7M 136k 20.11

More positions owned by Essential Planning

Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr Ibonds 23 Trm Ts

View all positions for Essential Planning

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
UBS Group
Mercer Global Advisors
Bank of America Corporation
Mariner Wealth Advisors
Cable Hill Partners
Private Ocean
CI Private Wealth
Catalyst Capital Advisors
Millburn Ridgefield
Creative Planning
Mission Wealth Management
Falcon Wealth Planning
True Link Financial Advisors
Evoke Wealth

View all funds holding Dimensional Etf Trust