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Dimensional Etf Trust shares owned by Waterfront Wealth

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

Historical chart of Waterfront Wealth investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 82k 33.25
2023-09-30 $2.4M 83k 29.31
2023-06-30 $2.2M 70k 32.14
2023-03-31 $1.8M 63k 28.77

More positions owned by Waterfront Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Commerce Bancshares (CBSH)
Adams Express Company (ADX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
United Parcel Service CL B (UPS)
Jefferies Finl Group (JEF)
Proshares Tr Large Cap Cre (CSM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Microsoft Corporation (MSFT)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Euro Fl Etf (EUFN)

View all positions for Waterfront Wealth

Top funds holding Dimensional Etf Trust

Modera Wealth Management
Sequoia Financial Advisors
Aquire Wealth Advisors
Blankinship & Foster
Kooman & Associates
Hanson McClain Advisors
Spinnaker Investment Group
AE Wealth Management
Buckingham Asset Management
Billeaud Capital Management
Wealth Enhancement Advisory Services
Betterment
RVW Wealth
Evoke Wealth
Krilogy Financial

View all funds holding Dimensional Etf Trust