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Dimensional Etf Trust shares owned by Soundmark Wealth Management

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

Historical chart of Soundmark Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Soundmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $953k 39k 24.72
2023-12-31 $950k 39k 24.11
2023-09-30 $721k 32k 22.57
2023-06-30 $750k 32k 23.46
2023-03-31 $735k 32k 23.02
2022-12-31 $616k 28k 21.95

More positions owned by Soundmark Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Soundmark Wealth Management

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