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Dimensional Etf Trust shares owned by Wealthspan Partners

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

Historical chart of Wealthspan Partners investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Wealthspan Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $382k 10k 38.08
2024-06-30 $381k 11k 35.94
2024-03-31 $382k 10k 36.75
2023-12-31 $248k 7.2k 34.36

More positions owned by Wealthspan Partners

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Deere & Company (DE)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Val Etf (IWD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Wealthspan Partners

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Colony
Buckingham Asset Management
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

View all funds holding Dimensional Etf Trust