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Dimensional Etf Trust shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 54k 28.15
2024-06-30 $1.5M 54k 26.73
2024-03-31 $1.2M 48k 25.49
2023-12-31 $1.0M 40k 24.96
2023-09-30 $838k 36k 23.31
2023-06-30 $304k 13k 24.05

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
American Express Company (AXP)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ea Series Trust Us Quan Value (QVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Kathleen S. Wright Associates

Top funds holding Dimensional Etf Trust

Forum Financial Management
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Buckingham Asset Management
Buckingham Strategic Partners
Parcion Private Wealth
Asset Dedication
Heritage Financial Services
Evensky & Katz
Carlson Capital Management
BKD Wealth Advisors
RW Investment Management
Hill Investment Group Partners

View all funds holding Dimensional Etf Trust