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Dimensional Etf Trust shares owned by Walter & Keenan Financial Consulting

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Walter & Keenan Financial Consulting from 13F filings

Historical chart of Walter & Keenan Financial Consulting investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Walter & Keenan Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Walter & Keenan Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $480k 15k 31.53
2025-06-30 $373k 13k 28.95
2025-03-31 $331k 13k 25.89
2024-12-31 $302k 12k 25.37

More positions owned by Walter & Keenan Financial Consulting

Apple (AAPL)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Alphabet Inc Cap Stk Cl C Cl A (GOOG)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Wal-Mart Stores (WMT)
Schwab U.s. Broad Market Etf Us Brd Mkt Etf (SCHB)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Visa Inc Com Cl A Com Cl A (V)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)

View all positions for Walter & Keenan Financial Consulting

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
FMR
UBS Group
Coldstream Capital Management
Foster Group
Mariner Wealth Advisors
Factory Mutual Insurance Company
Root Financial Partners
Sontag Advisory
Washington Trust Bank
Cetera Investment Advisers
HighTower Advisors
Northwestern Mutual Wealth Management Company
Evoke Wealth

View all funds holding Dimensional Etf Trust