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Dimensional Etf Trust shares owned by Traverso Chambers Private Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Traverso Chambers Private Wealth Management from 13F filings

Historical chart of Traverso Chambers Private Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Traverso Chambers Private 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 Traverso Chambers Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.9M 345k 28.64
2023-09-30 $8.6M 329k 26.11
2023-06-30 $8.8M 323k 27.32
2023-03-31 $8.8M 326k 26.95
2022-12-31 $8.2M 327k 25.04
2022-09-30 $6.8M 317k 21.57

More positions owned by Traverso Chambers Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wisdomtree Tr Us Largecap Divd (DLN)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Traverso Chambers Private Wealth Management

Top funds holding Dimensional Etf Trust

Sym Financial Corporation
Bank of America Corporation
Cable Hill Partners
Northern Trust
CI Private Wealth
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Pure Financial Advisors
Resources Investment Advisors
Root Financial Partners
Hartland & Co
Mariner Wealth Advisors
EP Wealth Advisors
Marquette Asset Management

View all funds holding Dimensional Etf Trust