KWMG »

Dimensional Etf Trust shares owned by KWMG

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

Historical chart of KWMG investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by KWMG

Quarter filed Position value Share count Share price at filing
2024-03-31 $26M 420k 62.34
2023-12-31 $25M 410k 59.62

More positions owned by KWMG

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Tips Bd Etf (TIP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for KWMG

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