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Dimensional Etf Trust shares owned by Mowery & Schoenfeld Wealth Management

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

Historical chart of Mowery & Schoenfeld Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 4.4k 55.63
2024-06-30 $226k 4.4k 51.87

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
Proshares Tr S&p 500 Dv Arist (NOBL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Leuthold Fds Core Etf (LCR)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Astrazeneca Sponsored Adr (AZN)
Alphabet Cap Stk Cl C (GOOG)
Anthem (ELV)
Wal-Mart Stores (WMT)

View all positions for Mowery & Schoenfeld 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