White Wing Wealth Management »

Dimensional Etf Trust shares owned by White Wing Wealth Management

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

Historical chart of White Wing Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by White Wing Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 64k 55.63
2024-06-30 $3.4M 66k 51.87
2024-03-31 $2.6M 48k 53.96

More positions owned by White Wing Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr International Sl (ISCF)
Apple (AAPL)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for White Wing Wealth Management

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