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Dimensional Etf Trust shares owned by Essential Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $284k 11k 25.64
2024-06-30 $253k 11k 22.10
2024-03-31 $239k 11k 22.74

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Ibonds 24 Trm Ts
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Essential Planning

Top funds holding Dimensional Etf Trust

Vista Wealth Management Group
HighTower Advisors
Elwood & Goetz Wealth Advisory Group
Beaird Harris Wealth Management
RAM Investment Partners
Moisand Fitzgerald Tamayo
Savant Capital Management
Root Financial Partners
Rather & Kittrell
Great Oak Capital Partners
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Brown Financial Advisory
Bridgewater Advisors
Burns Wealth Management
Phillips Financial Management

View all funds holding Dimensional Etf Trust