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Dimensional Etf Trust shares owned by WMS Partners

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

Historical chart of WMS Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by WMS Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $619k 20k 31.78
2024-06-30 $563k 19k 29.67
2024-03-31 $575k 19k 30.22
2023-12-31 $545k 19k 28.64
2023-09-30 $296k 11k 26.11
2023-06-30 $205k 7.5k 27.32

More positions owned by WMS Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
T. Rowe Price (TROW)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Specialized Funds Div App Etf (VIG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for WMS Partners

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
UBS Group
Wiley Bros.-aintree Capital
Resources Investment Advisors
Root Financial Partners
Hartland & Co
Mariner Wealth Advisors

View all funds holding Dimensional Etf Trust