Cyndeo Wealth Partners »

Dimensional Etf Trust shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGR) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $514k 19k 27.31
2025-06-30 $496k 19k 26.83
2025-03-31 $472k 18k 26.26
2024-12-31 $387k 15k 25.54
2024-09-30 $420k 15k 28.86