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Dimensional Etf Trust shares owned by Keystone Wealth Partners

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

Historical chart of Keystone Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Keystone 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 Keystone Wealth Partners

Quarter filed Position value Share count Share price at filing
2022-03-31 $10M 301k 33.48
2021-12-31 $8.8M 267k 32.82
2021-09-30 $6.5M 199k 32.74

More positions owned by Keystone Wealth Partners

Vanguard Short-Term Treasury ETF Common Stock (VGSH)
Ishares Core S&p 500 Etf Common Stock (IVV)
Ishares S&p Midcap 400 Va Common Stock (IJJ)
Vanguard Mid-Cap VIPERs Common Stock (VO)
Vanguard Tax-managed Intl Common Stock (VEA)
iShares 0-5 Year TIPS Bond ETF Common Stock (STIP)
Schwab US TIPS ETF Common Stock (SCHP)
Vanguard Short Term Corp Common Stock (VCSH)
Ishares Tr Core S&p Small Common Stock (IJR)
Dfa Tax-managed International Lg Value Common Stock (DFIV)
Vanguard Intmdt-Term Trs ETF Common Stock (VGIT)
Vanguard Total Stock Mark Common Stock (VTI)
Vanguard Ttl Bd Mkt Common Stock (BND)
Marathon Petroleum Corp Common Stock (MPC)
Home Depot Common Stock (HD)

View all positions for Keystone Wealth Partners

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Mercer Global Advisors
Savant Capital Management
Pnc Financial Services
Jane Street
HighTower Advisors
Modera Wealth Management
Creative Planning
Plan
Resource Consulting Group
CI Private Wealth
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Foster Group

View all funds holding Dimensional Etf Trust