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Dimensional Etf Trust shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $270k 10k 27.01
2024-06-30 $1.8M 69k 25.42
2024-03-31 $508k 20k 25.44

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Embraer Sponsored Ads (ERJ)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
First Tr Exchange-traded A Sml Cap Val Alph (FYT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Simplicity Wealth

Top funds holding Dimensional Etf Trust

Colony
Envestnet Asset Management
LPL Financial
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Commonwealth Equity Services
Monograph Wealth Advisors
Glenmede Trust Company
Great Waters Wealth Management
Hanson McClain Advisors
UBS Group
Plan
Brian McDonald
RFG Advisory
JFS Wealth Advisors
Assetmark

View all funds holding Dimensional Etf Trust