WMS Partners »

Dimensional Etf Trust shares owned by WMS Partners

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

Historical chart of WMS Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 79k 24.96
2023-09-30 $1.9M 80k 23.31
2023-06-30 $1.9M 80k 24.05
2023-03-31 $1.8M 78k 23.59
2022-12-31 $1.8M 78k 22.46

More positions owned by WMS Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
T. Rowe Price (TROW)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Short Dura Core (JSCP)

View all positions for WMS Partners

Top funds holding Dimensional Etf Trust

Forum Financial Management
CI Private Wealth
HighTower Advisors
Truepoint
Parcion Private Wealth
Evensky & Katz
Asset Dedication
Carlson Capital Management
Buckingham Asset Management
BKD Wealth Advisors
Hill Investment Group Partners
Total Wealth Planning
Miramar Fiduciary Corp
Buckingham Strategic Partners
Your Advocates

View all funds holding Dimensional Etf Trust