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Dimensional Etf Trust shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.4M 284k 26.19
2024-09-30 $7.0M 249k 28.15
2024-06-30 $5.7M 213k 26.73
2024-03-31 $5.0M 195k 25.58
2023-12-31 $4.2M 172k 24.18

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Strategy Day Hagan Ned (SSUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Zacks Trust Earngs Constant (ZECP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Discipline Wealth Solutions

Top funds holding Dimensional Etf Trust

Elser Financial Planning
Forum Financial Management
CI Private Wealth
Colony
Buckingham Strategic Partners
Truepoint
HighTower Advisors
Parcion Private Wealth
Asset Dedication
Heritage Financial Services
Evensky & Katz
Carlson Capital Management
RW Investment Management
JMG Financial Group
BKD Wealth Advisors

View all funds holding Dimensional Etf Trust