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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
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)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

Top funds holding Dimensional Etf Trust

Creative Planning
Bank of America Corporation
Alaska Permanent Fund Corp
Buckingham Asset Management
TCI Wealth Advisors
Ark & Tlk Investments
Plan
Financial Counselors
Mercer Global Advisors
Savant Capital Management
Pure Financial Advisors
Resource Consulting Group
Beaird Harris Wealth Management
Sageworth Trust Company
Massmutual Trust

View all funds holding Dimensional Etf Trust