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Dimensional Etf Trust shares owned by Benchmark Wealth Management

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

Historical chart of Benchmark Wealth Management investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Benchmark Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $588k 14k 42.83
2025-03-31 $373k 9.5k 39.36

More positions owned by Benchmark Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Morningstr Us Eq (ILCB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Mrgstr Md Cp Etf (IMCB)

View all positions for Benchmark Wealth Management

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
Buckingham Strategic Partners
Envestnet Asset Management
Index Fund Advisors
Raymond James Financial
EP Wealth Advisors
Creative Planning
HighTower Advisors
Plan
Foster Group

View all funds holding Dimensional Etf Trust