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Dimensional Etf Trust shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.1k 117 26.21
2024-09-30 $3.3k 117 28.46

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
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Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
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Ishares Select Dividend Etf Etf (DVY)
Microsoft Corp Stock (MSFT)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
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Palantir Technologies Inc Cl A Stock (PLTR)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for GoalVest Advisory

Top funds holding Dimensional Etf Trust

Asset Dedication
Comprehensive Portfolio Management
HighTower Advisors
True Wealth Design
Raymond James Financial
Marquette Asset Management
Beacon Pointe Advisors
Raymond James Financial Services Advisors
Sensible Money
Evanson Asset Management
Janney Montgomery Scott
Burns Wealth Management
Eqis Capital Management
Root Financial Partners
Family Investment Center

View all funds holding Dimensional Etf Trust