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Dimensional Etf Trust shares owned by Vance Wealth

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

Historical chart of Vance Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Vance Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $667k 12k 54.43
2023-12-31 $603k 12k 52.33
2023-09-30 $318k 7.0k 45.69
2023-06-30 $223k 4.8k 46.39

More positions owned by Vance Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Procter & Gamble Company (PG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mdcp Val Etf (IWS)
Etf Ser Solutions Netlease Corp (NETL)
Medtronic SHS (MDT)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Vance Wealth

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