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Dimensional Etf Trust shares owned by LongView Wealth Management

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

Historical chart of LongView Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by LongView 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 LongView Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 4.3k 54.43
2023-12-31 $218k 4.3k 50.75

More positions owned by LongView Wealth Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Home Depot (HD)
Apple (AAPL)
Genuine Parts Company (GPC)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for LongView Wealth Management

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust