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Dimensional Etf Trust shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $431k 12k 36.75
2024-06-30 $360k 10k 35.94
2024-03-31 $431k 12k 36.75
2023-12-31 $425k 12k 34.36

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPYM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Forthright Family Wealth Advisory

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
EP Wealth Advisors
Buckingham Strategic Partners
CI Private Wealth
Envestnet Asset Management
Kestra Investment Management
Farther Finance Advisors
Raymond James Financial
Plan
Index Fund Advisors

View all funds holding Dimensional Etf Trust