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Dimensional Etf Trust shares owned by Wealth Dimensions Group

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

Historical chart of Wealth Dimensions Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Wealth Dimensions Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5M 244k 22.74
2023-09-30 $3.3M 168k 19.52
2023-06-30 $2.6M 123k 21.52
2023-03-31 $2.2M 102k 21.49
2022-12-31 $1.6M 78k 21.15

More positions owned by Wealth Dimensions Group

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Procter & Gamble Company (PG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Samsara Com Cl A (IOT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Wealth Dimensions Group

Top funds holding Dimensional Etf Trust

Elwood & Goetz Wealth Advisory Group
Beaird Harris Wealth Management
HighTower Advisors
Bridgeworth
RAM Investment Partners
Rather & Kittrell
Brown Financial Advisory
BKD Wealth Advisors
AE Wealth Management
Great Oak Capital Partners
Bridgewater Advisors
Forum Financial Management
Root Financial Partners
Core Wealth Management
Phillips Financial Management

View all funds holding Dimensional Etf Trust