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Dimensional Etf Trust shares owned by Consilium Wealth Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Consilium Wealth Advisory from 13F filings

Historical chart of Consilium Wealth Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Consilium Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 517k 30.22
2023-12-31 $14M 498k 28.64
2023-09-30 $13M 488k 26.11
2023-06-30 $13M 466k 27.32
2023-03-31 $11M 424k 26.95
2022-12-31 $8.9M 354k 25.04
2022-09-30 $256k 12k 21.57

More positions owned by Consilium Wealth Advisory

Ishares Tr Grwt Allocat Etf (AOR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Wells Fargo & Company (WFC)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Euro (IEUR)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Modert Alloc Etf (AOM)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Consilium Wealth Advisory

Top funds holding Dimensional Etf Trust

Sym Financial Corporation
Cable Hill Partners
Bank of America Corporation
CI Private Wealth
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Marquette Asset Management
LVZ Advisors
Wilbanks Smith & Thomas Asset Management
RVW Wealth
Mariner Wealth Advisors
Evoke Wealth
Private Ocean
Root Financial Partners
Zhang Financial

View all funds holding Dimensional Etf Trust