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Dimensional Etf Trust shares owned by Walter & Keenan Financial Consulting

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Walter & Keenan Financial Consulting from 13F filings

Historical chart of Walter & Keenan Financial Consulting investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Walter & Keenan Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Walter & Keenan Financial Consulting

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 61k 55.63
2024-06-30 $2.2M 42k 51.87

More positions owned by Walter & Keenan Financial Consulting

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Vanguard Intl Equity Index Tt Wrld St Etf (VT)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Procter & Gamble Company (PG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Walter & Keenan Financial Consulting

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