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Dimensional Etf Trust shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 50k 54.88
2024-06-30 $2.3M 41k 55.25
2024-03-31 $2.0M 37k 53.13
2023-12-31 $1.8M 36k 50.14
2023-09-30 $1.5M 33k 46.76

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Msci Total (IXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)

View all positions for Rooted Wealth Advisors

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