Strata Wealth Advisors »

Dimensional Etf Trust shares owned by Strata Wealth Advisors

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

Historical chart of Strata Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Strata 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 Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $970k 34k 28.46
2024-06-30 $781k 28k 27.50
2024-03-31 $663k 26k 25.96

More positions owned by Strata Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Us L (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Progressive Corporation (PGR)
Booking Holdings (BKNG)
Microsoft Corporation (MSFT)
Apple (AAPL)
American Express Company (AXP)
Alphabet Cap Stk Cl C (GOOG)
Arista Networks (ANET)

View all positions for Strata Wealth Advisors

Top funds holding Dimensional Etf Trust

Asset Dedication
Comprehensive Portfolio Management
True Wealth Design
Marquette Asset Management
Beacon Pointe Advisors
Raymond James Financial Services Advisors
Sensible Money
Janney Montgomery Scott
Evanson Asset Management
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