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Dimensional Etf Trust shares owned by Lantern Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Lantern Wealth Advisors from 13F filings

Historical chart of Lantern Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $881k 123k 7.19
2024-06-30 $3.1M 122k 25.42
2024-03-31 $3.1M 121k 25.44
2023-12-31 $2.8M 115k 24.42

More positions owned by Lantern Wealth Advisors

Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Blackstone Group Inc Com Cl A (BX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Charles Schwab Corporation (SCHW)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Lantern Wealth Advisors

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Colony
Envestnet Asset Management
LPL Financial
Geometric Wealth Advisors
Commonwealth Equity Services
Monograph Wealth Advisors
Glenmede Trust Company
Hanson McClain Advisors
Plan
Brian McDonald
Great Waters Wealth Management
JFS Wealth Advisors
Assetmark
Alerus Financial

View all funds holding Dimensional Etf Trust