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Dimensional Etf Trust shares owned by Peterson Wealth Advisors

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

Historical chart of Peterson Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 211k 32.38
2025-06-30 $5.2M 176k 29.68
2025-03-31 $3.7M 155k 23.81
2024-12-31 $3.2M 123k 26.27
2024-09-30 $2.0M 71k 28.15
2024-06-30 $675k 25k 26.73

More positions owned by Peterson Wealth Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p400 (SPMD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr Series Trust Portfolio S&p600 (SPSM)
Global X Fds 1-3 Month T-bill (CLIP)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Peterson Wealth Advisors

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