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Dimensional Etf Trust shares owned by Oak Harbor Wealth Partners

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

Historical chart of Oak Harbor Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Oak Harbor 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 Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 52k 64.86

More positions owned by Oak Harbor Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Msci Eafe (IEFA)
Motorola Solutions Com New (MSI)
Costco Wholesale Corporation (COST)
Caterpillar (CAT)
Lincoln National Corporation (LNC)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Penumbra (PEN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wolfspeed (WOLF)

View all positions for Oak Harbor Wealth Partners

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