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Dimensional Etf Trust shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $310k 11k 28.15
2024-06-30 $297k 11k 26.73
2024-03-31 $289k 11k 25.49
2023-12-31 $312k 13k 24.96
2023-09-30 $267k 11k 23.31

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

Top funds holding Dimensional Etf Trust

Forum Financial Management
CI Private Wealth
Colony
Truepoint
HighTower Advisors
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