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Dimensional Etf Trust shares owned by Platt Wealth Management

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

Historical chart of Platt Wealth Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Platt 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 Platt Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 78k 49.90

More positions owned by Platt Wealth Management

Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)
Monster Beverage Corp (MNST)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Amazon (AMZN)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Us Equity Resear (TSPA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Intl (FENI)

View all positions for Platt 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
Raymond James Financial
Index Fund Advisors
Creative Planning
HighTower Advisors
Plan
Farther Finance Advisors
Foster Group

View all funds holding Dimensional Etf Trust