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Dimensional Etf Trust shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 53k 24.86
2024-09-30 $1.4M 51k 27.01
2024-06-30 $1.1M 42k 25.42
2024-03-31 $809k 32k 25.44
2023-12-31 $325k 13k 24.42
2023-09-30 $120k 5.3k 22.50
2023-06-30 $325 14 23.29

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

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