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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Total (IXUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Rooted Wealth Advisors

Top funds holding Dimensional Etf Trust

Creative Planning
Buckingham Asset Management
Forum Financial Management
Savant Capital Management
Mercer Global Advisors
CI Private Wealth
Buckingham Strategic Partners
Jackson Thornton Asset Management
Wealth Enhancement Advisory Services
Pure Financial Advisors
Asset Dedication
Trust Co of the South
Plan
Truepoint
Resource Consulting Group

View all funds holding Dimensional Etf Trust