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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

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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
2025-03-31 $208k 8.7k 23.77
2024-12-31 $17M 678k 24.77
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)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding Dimensional Etf Trust

Colony
Prudential Financial
HighTower Advisors
Elwood & Goetz Wealth Advisory Group
Root Financial Partners
RAM Investment Partners
Moisand Fitzgerald Tamayo
Beaird Harris Wealth Management
Great Oak Capital Partners
Rather & Kittrell
Phillips Financial Management
Sequoia Financial Advisors
Wealth Dimensions Group
Savant Capital Management
Bridgewater Advisors

View all funds holding Dimensional Etf Trust