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Dimensional Etf Trust shares owned by BSW Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by BSW Wealth Partners from 13F filings

Historical chart of BSW Wealth Partners investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by BSW Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $214k 3.3k 65.08
2024-09-30 $213k 3.3k 64.86
2024-03-31 $205k 3.3k 62.34

More positions owned by BSW Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Avantis Emgmkt (AVEM)
NVIDIA Corporation (NVDA)
Ishares Tr Grwt Allocat Etf (AOR)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)

View all positions for BSW Wealth Partners

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Index Fund Advisors
Bank of America Corporation
Colony
Pure Financial Advisors
Alaska Permanent Fund Corp
Envestnet Asset Management
TCI Wealth Advisors
Financial Counselors
Plan
Mercer Global Advisors
Massmutual Trust
Evanson Asset Management
Savant Capital Management

View all funds holding Dimensional Etf Trust