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Dimensional Etf Trust shares owned by Oak Harbor Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Oak Harbor Wealth Partners from 13F filings

Historical chart of Oak Harbor Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 134k 31.78

More positions owned by Oak Harbor Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Motorola Solutions Com New (MSI)
Costco Wholesale Corporation (COST)
Caterpillar (CAT)
Lincoln National Corporation (LNC)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Penumbra (PEN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wolfspeed (WOLF)

View all positions for Oak Harbor Wealth Partners

Top funds holding Dimensional Etf Trust

Sym Financial Corporation
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Moisand Fitzgerald Tamayo
Royal Bank of Canada
Pure Financial Advisors
Resources Investment Advisors
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Hartland & Co
Mariner Wealth Advisors
EP Wealth Advisors
Marquette Asset Management

View all funds holding Dimensional Etf Trust