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Dimensional Etf Trust shares owned by Archvest Wealth Advisors

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

Historical chart of Archvest Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $727k 19k 38.08
2024-06-30 $618k 17k 36.10
2024-03-31 $543k 15k 36.55
2023-12-31 $511k 15k 34.36

More positions owned by Archvest Wealth Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA)
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB)
Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Conser Alloc Etf (AOK)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Value Etf (VTV)

View all positions for Archvest Wealth Advisors

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Colony
Buckingham Asset Management
Savant Capital Management
Northern Trust
Pnc Financial Services
Buckingham Strategic Partners
Index Fund Advisors
Creative Planning
Foster Group
HighTower Advisors
CI Private Wealth
Plan
Modera Wealth Management

View all funds holding Dimensional Etf Trust