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Dimensional Etf Trust shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $36M 1.5M 24.72
2023-12-31 $33M 1.4M 24.11
2023-09-30 $27M 1.2M 22.57
2023-06-30 $26M 1.1M 23.46
2023-03-31 $23M 995k 23.02
2022-12-31 $19M 848k 21.95

More positions owned by Falcon Wealth Planning

Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Falcon Wealth 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
Falcon Wealth Planning
True Link Financial Advisors
Mission Wealth Management
Evoke Wealth

View all funds holding Dimensional Etf Trust