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Dimensional Etf Trust shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Cyndeo 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $367k 5.6k 65.08
2024-09-30 $364k 5.6k 64.86

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Meta Platforms Cl A (META)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchange-traded Senior Ln Fd (FTSL)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo 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
TCI Wealth Advisors
Envestnet Asset Management
Financial Counselors
Plan
Savant Capital Management
Massmutual Trust
Evanson Asset Management
First Command Advisory Services

View all funds holding Dimensional Etf Trust