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Dimensional Etf Trust shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $250k 7.8k 31.89
2025-03-31 $251k 9.3k 27.05

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Centy Etf Tr Avantis Us Larg (AVLC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Dimensional Etf Trust

Asset Dedication
Comprehensive Portfolio Management
Jones Financial Companies, L.L
HighTower Advisors
Raymond James Financial
FMR
True Wealth Design
Sensible Money
Marquette Asset Management
Beacon Pointe Advisors
Burns Wealth Management
Evanson Asset Management
Janney Montgomery Scott
Cambridge Financial Group
Strata Wealth Advisors

View all funds holding Dimensional Etf Trust