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Dimensional Etf Trust shares owned by Vance Wealth

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

Historical chart of Vance Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Vance Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 43k 38.08
2024-06-30 $1.2M 35k 35.94
2024-03-31 $235k 6.4k 36.75

More positions owned by Vance Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Procter & Gamble Company (PG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Rus Mdcp Val Etf (IWS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 2000 Val Etf (IWN)

View all positions for Vance Wealth

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust