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Dimensional Etf Trust Core Fixed Incom shares owned by Next Level Wealth Planning

Quarter-by-quarter ownership of Dimensional Etf Trust Core Fixed Incom (DFCF) shares owned by Next Level Wealth Planning from 13F filings

Historical chart of Next Level Wealth Planning investment in Dimensional Etf Trust Core Fixed Incom

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust Core Fixed Incom held by Next Level Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust Core Fixed Incom by Next Level Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $598k 14k 42.76
2025-06-30 $568k 13k 42.26
2025-03-31 $336k 8.0k 42.06
2024-12-31 $298k 7.2k 41.27

More positions owned by Next Level Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palantir Technologies Cl A (PLTR)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Next Level Wealth Planning

Top funds holding Dimensional Etf Trust Core Fixed Incom

Truepoint
Prudential Financial
Factory Mutual Insurance Company
True Link Financial Advisors
Beaird Harris Wealth Management
Resources Investment Advisors
Savant Capital Management
Great Waters Wealth Management
Hemington Wealth Management
Phillips Financial Management
Apella Capital
DiNuzzo Private Wealth
Root Financial Partners
WPWealth
Fundamentun

View all funds holding Dimensional Etf Trust Core Fixed Incom