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Dimensional Etf Trust Core Fixed Incom shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust Core Fixed Incom (DFCF) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.3M 79k 41.54
2024-03-31 $3.0M 72k 41.95

More positions owned by Up Strategic Wealth Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Dimensional Etf Trust Core Fixed Incom

Truepoint
HBK Sorce Advisory
Beaird Harris Wealth Management
WPWealth
Resources Investment Advisors
Great Waters Wealth Management
DiNuzzo Private Wealth
Baker Avenue Asset Management
Pathstone Holdings
Apella Capital
Factory Mutual Insurance Company
Commonwealth Equity Services
Dynamic Advisors Solutions
Core Wealth Management
HighTower Advisors

View all funds holding Dimensional Etf Trust Core Fixed Incom