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Dimensional Etf Trust shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 3.1k 64.86
2024-06-30 $371k 6.2k 60.08

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Ea Bridgeway Omn (BSVO)

View all positions for Delap Wealth Advisory

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust