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Dimensional Etf Trust shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 50k 34.36
2023-09-30 $1.1M 35k 32.62
2023-06-30 $1.1M 34k 32.85
2023-03-31 $2.9M 89k 32.23
2022-12-31 $10M 335k 30.40
2022-09-30 $9.1M 352k 25.76
2022-06-30 $9.8M 340k 28.89
2022-03-31 $8.4M 252k 33.51
2021-12-31 $336k 10k 32.82
2021-09-30 $354k 11k 33.01

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for H D Vest Advisory Services

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Mercer Global Advisors
Savant Capital Management
Pnc Financial Services
Jane Street
Modera Wealth Management
Creative Planning
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