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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
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)
Eli Lilly & Co. (LLY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Mbs Etf (MBB)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Ibonds 25 Trm Ts (IBTF)

View all positions for Essential Planning

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