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Dimensional Etf Trust shares owned by Wealthsource Partners

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

Historical chart of Wealthsource Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $580k 23k 25.20
2023-09-30 $583k 25k 23.67
2023-06-30 $600k 25k 24.37
2023-03-31 $573k 25k 23.38
2022-12-31 $614k 27k 22.61
2022-09-30 $943k 46k 20.53

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

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