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Dimensional Etf Trust shares owned by BWM Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by BWM Planning from 13F filings

Historical chart of BWM Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by BWM Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 200k 55.63

More positions owned by BWM Planning

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis All Int (AVNM)
Proshares Tr Sp500 Ex Enrgy (SPXE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ea Series Trust Us Quan Value (QVAL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ea Series Trust Us Quan Momentum (QMOM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for BWM Planning

Top funds holding Dimensional Etf Trust

Creative Planning
Buckingham Asset Management
Colony
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Buckingham Strategic Partners
Pure Financial Advisors
Jackson Thornton Asset Management
CI Private Wealth
Mercer Global Advisors
Wealth Enhancement Advisory Services
Asset Dedication
HighTower Advisors
Envestnet Asset Management

View all funds holding Dimensional Etf Trust