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Dimensional Etf Trust shares owned by Aurum Wealth Management Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Aurum Wealth Management Group from 13F filings

Historical chart of Aurum Wealth Management Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Aurum Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $848k 25k 34.36
2023-09-30 $800k 25k 32.62
2023-06-30 $800k 24k 32.85
2023-03-31 $774k 24k 32.23
2022-12-31 $727k 24k 30.40
2022-09-30 $612k 24k 25.77
2022-06-30 $683k 24k 28.87

More positions owned by Aurum Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Cef Muni Income (XMPT)
Apple (AAPL)
United Parcel Service CL B (UPS)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Aurum Wealth Management Group

Top funds holding Dimensional Etf Trust

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Plan
Resource Consulting Group
CI Private Wealth
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Foster Group
Team Hewins

View all funds holding Dimensional Etf Trust