Kathleen S. Wright Associates »

Dimensional Etf Trust shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $25k 1.1k 23.27
2024-09-30 $24k 950 25.64
2024-06-30 $21k 950 22.10
2024-03-31 $17k 779 22.37

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust