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Dimensional Etf Trust shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $371k 14k 27.41
2024-06-30 $404k 16k 25.87
2024-03-31 $263k 11k 24.72

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust