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Dimensional Etf Trust shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $325k 13k 25.64
2024-06-30 $288k 13k 22.10
2024-03-31 $267k 12k 22.37

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

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
Brown Financial Advisory
Bridgewater Advisors
Burns Wealth Management
Phillips Financial Management
Core Wealth Management

View all funds holding Dimensional Etf Trust