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Dimensional Etf Trust shares owned by West Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $24k 666 35.48
2024-09-30 $25k 666 38.08
2024-06-30 $24k 666 35.94

More positions owned by West Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us High Profitab (DUHP)
Pimco Etf Tr 0-5 High Yield (HYS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

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