Total Wealth Planning »

Dimensional Etf Trust shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $324k 12k 27.01
2024-06-30 $316k 12k 26.38
2024-03-31 $598k 24k 25.44
2023-12-31 $952k 39k 24.42
2023-09-30 $2.3M 100k 22.52

More positions owned by Total Wealth Planning

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Total Wealth Planning

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