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Dimensional Etf Trust shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 76k 28.46
2024-06-30 $1.9M 70k 27.50
2024-03-31 $1.8M 69k 25.96
2023-12-31 $1.4M 55k 25.20
2023-09-30 $828k 35k 23.67
2023-06-30 $852k 35k 24.37

More positions owned by Schwarz Dygos Wheeler Investment Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core Div Grwth (DGRO)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
UnitedHealth (UNH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Karooooo Ord Shs (KARO)
Microsoft Corporation (MSFT)
American Centy Etf Tr Emerging Mkt Val (AVES)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Schwarz Dygos Wheeler Investment Advisors

Top funds holding Dimensional Etf Trust

Asset Dedication
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Raymond James Financial Services Advisors
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Janney Montgomery Scott
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Eqis Capital Management
Burns Wealth Management
Family Investment Center
Opes Wealth Management
Index Fund Advisors
Graves-Light Private Wealth Management

View all funds holding Dimensional Etf Trust