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Dimensional Etf Trust shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 423k 30.81
2024-06-30 $9.6M 332k 28.91
2024-03-31 $8.3M 276k 29.99
2023-09-30 $1.8M 72k 24.81
2023-06-30 $1.7M 66k 25.40

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Sp Smcp600vl Etf (IJS)
NVIDIA Corporation (NVDA)

View all positions for Burns Wealth Management

Top funds holding Dimensional Etf Trust

CI Private Wealth
Savant Capital Management
EP Wealth Advisors
Pathstone Holdings
Foster Group
Mosaic Family Wealth Partners
Truepoint
DiNuzzo Private Wealth
Cable Hill Partners
Summit Financial Strategies
WPWealth
Resources Investment Advisors
HighTower Advisors
Goss Wealth Management
EnRich Financial Partners

View all funds holding Dimensional Etf Trust