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Dimensional Etf Trust shares owned by Family Wealth Partners

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

Historical chart of Family Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $951k 19k 49.90
2025-09-30 $878k 19k 46.12
2025-06-30 $767k 18k 42.83

More positions owned by Family Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Lpl Financial Holdings (LPLA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Family Wealth Partners

Top funds holding Dimensional Etf Trust

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Creative Planning

View all funds holding Dimensional Etf Trust