Peterson Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 71k 28.15
2024-06-30 $675k 25k 26.73

More positions owned by Peterson Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio S&p400 (SPMD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Total Stk Mkt (VTI)
Global X Fds 1-3 Month T-bill (CLIP)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Peterson Wealth 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