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Dimensional Etf Trust shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $344k 5.3k 64.86
2024-06-30 $319k 5.3k 60.08
2024-03-31 $331k 5.3k 62.34
2023-12-31 $316k 5.3k 59.62
2023-09-30 $278k 5.3k 52.49

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Russell 1000 Etf Etf (VONE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

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