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Dimensional Etf Trust shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $561k 19k 28.86
2024-06-30 $504k 19k 26.62
2024-03-31 $431k 18k 23.74
2023-12-31 $354k 14k 25.98
2023-09-30 $160k 7.1k 22.41
2023-06-30 $133k 5.4k 24.39
2023-03-31 $111k 4.5k 24.55

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding Dimensional Etf Trust

Forum Financial Management
Savant Capital Management
JMG Financial Group
Colony
Buckingham Asset Management
Private Ocean
Sontag Advisory
CI Private Wealth
Brighton Jones
DiNuzzo Private Wealth
TCI Wealth Advisors
Wescott Financial Advisory Group
Buckingham Strategic Partners
Quantum Financial Advisors
Rs Crum

View all funds holding Dimensional Etf Trust