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Dimensional Etf Trust shares owned by Family Wealth Partners

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

Historical chart of Family Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.5M 286k 26.19
2024-09-30 $6.4M 229k 28.15
2024-06-30 $5.9M 221k 26.73
2024-03-31 $5.0M 194k 25.49
2023-12-31 $2.9M 116k 24.96

More positions owned by Family Wealth Partners

Lpl Financial Holdings (LPLA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Family Wealth Partners

Top funds holding Dimensional Etf Trust

Elser Financial Planning
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Asset Dedication
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Evensky & Katz
Carlson Capital Management
RW Investment Management
JMG Financial Group
BKD Wealth Advisors

View all funds holding Dimensional Etf Trust