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Dimensional Etf Trust shares owned by Waterfront Wealth

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

Historical chart of Waterfront Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 89k 30.54
2024-06-30 $2.4M 82k 29.67
2024-03-31 $2.6M 88k 29.46

More positions owned by Waterfront Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Jefferies Finl Group (JEF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Commerce Bancshares (CBSH)
Adams Express Company (ADX)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD)
Proshares Tr Large Cap Cre (CSM)
Microsoft Corporation (MSFT)
Kkr & Co (KKR)
Royce Value Trust (RVT)
Ishares Tr Msci Euro Fl Etf (EUFN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
United Parcel Service CL B (UPS)

View all positions for Waterfront Wealth

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