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Dimensional Etf Trust shares owned by Cook Wealth Management Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Cook Wealth Management Group from 13F filings

Historical chart of Cook Wealth Management Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Cook Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 226k 57.75
2024-09-30 $12M 220k 55.64
2024-06-30 $13M 227k 55.95
2024-03-31 $11M 217k 51.96
2023-12-31 $11M 209k 50.96

More positions owned by Cook Wealth Management Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr National Mun Etf (MUB)
Global X Fds Nasdaq 100 Cover (QYLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
BlackRock Enhanced Dividend Achievers Tr (BDJ)
Erie Indty Cl A (ERIE)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Cook Wealth Management Group

Top funds holding Dimensional Etf Trust

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Wealth Enhancement Advisory Services
Asset Dedication
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HighTower Advisors
Willow Creek Wealth Management
Envestnet Asset Management

View all funds holding Dimensional Etf Trust