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Dimensional Etf Trust shares owned by Valued Retirements

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Valued Retirements from 13F filings

Historical chart of Valued Retirements investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Valued Retirements consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Valued Retirements

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.4M 123k 35.48
2024-09-30 $4.9M 130k 38.08
2024-06-30 $4.6M 127k 35.94
2024-03-31 $4.2M 115k 36.75
2023-12-31 $4.0M 115k 34.36

More positions owned by Valued Retirements

Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Internatnal Val (DFIV)
Exxon Mobil Corporation (XOM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust High Divid Etf (FDVV)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Em Mkt Sm-cp Etf (EEMS)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Valued Retirements

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Colony
Savant Capital Management
Pnc Financial Services
Northern Trust
Macquarie Group
Buckingham Strategic Partners
Index Fund Advisors
Creative Planning
Foster Group
HighTower Advisors
CI Private Wealth
Raymond James Financial
Plan

View all funds holding Dimensional Etf Trust