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Dimensional Etf Trust shares owned by Long Island Wealth Management

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

Historical chart of Long Island Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 32k 51.86
2024-03-31 $1.7M 32k 54.43
2023-12-31 $1.4M 26k 52.35

More positions owned by Long Island Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Proshares Tr Sp500 Ex Tech (SPXT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Vanguard Index Fds Value Etf (VTV)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard World Health Car Etf (VHT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Financials Etf (VFH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Long Island Wealth Management

Top funds holding Dimensional Etf Trust

Creative Planning
Buckingham Asset Management
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Pure Financial Advisors
CI Private Wealth
Jackson Thornton Asset Management
Mercer Global Advisors
Envestnet Asset Management
Wealth Enhancement Advisory Services
Asset Dedication
HighTower Advisors
RW Investment Management
Trust Co of the South

View all funds holding Dimensional Etf Trust