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Dimensional Etf Trust shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGX) 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 $994k 18k 54.11
2024-06-30 $906k 17k 53.33
2024-03-31 $791k 15k 52.04

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

Planning Center
Hill Investment Group Partners
Alpha Financial Advisors
HighTower Advisors
Assetmark
Mattern Wealth Management
Yardley Wealth Management
Vestmark Advisory Solutions
Envestnet Asset Management
PrairieView Partners
Jane Street
Bank of America Corporation
DiNuzzo Private Wealth
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

View all funds holding Dimensional Etf Trust