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Dimensional Etf Trust shares owned by SilverOak Wealth Management

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

Historical chart of SilverOak Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $258k 4.6k 55.66
2024-09-30 $258k 4.6k 55.63
2024-06-30 $241k 4.6k 51.87
2024-03-31 $252k 4.6k 54.43
2023-12-31 $243k 4.6k 52.33

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
3M Company (MMM)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Vanguard Index Fds Total Stk Mkt (VTI)
H.B. Fuller Company (FUL)
CMS Energy Corporation (CMS)
Apple (AAPL)

View all positions for SilverOak Wealth Management

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Pure Financial Advisors
Buckingham Strategic Partners
Jackson Thornton Asset Management
CI Private Wealth
Wealth Enhancement Advisory Services
Asset Dedication
Mercer Global Advisors
Envestnet Asset Management
HighTower Advisors
RW Investment Management

View all funds holding Dimensional Etf Trust