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Dimensional Etf Trust shares owned by Essential Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Essential Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 35k 32.07
2025-06-30 $666k 22k 29.68
2025-03-31 $418k 16k 26.46
2024-12-31 $9.1M 337k 27.11

More positions owned by Essential Planning

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding Dimensional Etf Trust

Forum Financial Management
Colony
Buckingham Strategic Partners
CI Private Wealth
Sequoia Financial Advisors
Truepoint
HighTower Advisors
Parcion Private Wealth
Savant Capital Management
Asset Dedication
Evensky & Katz
JMG Financial Group
Maseco
RW Investment Management
LPL Financial

View all funds holding Dimensional Etf Trust