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Dimensional Etf Trust shares owned by Planned Solutions

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $155k 3.9k 39.69
2023-12-31 $130k 3.9k 33.25

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
Modera Wealth Management
Aquire Wealth Advisors
Hanson McClain Advisors
Kooman & Associates
Resources Investment Advisors
Spinnaker Investment Group
Arista Wealth Management
AE Wealth Management
Meridian Wealth Partners
Colony
Buckingham Asset Management
Evoke Wealth
Billeaud Capital Management
HB Wealth Management

View all funds holding Dimensional Etf Trust