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Dimensional Etf Trust shares owned by Family CFO

Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) shares owned by Family CFO from 13F filings

Historical chart of Family CFO investment in Dimensional Etf Trust

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025150k200k250k5000600070008000
Value ($)Share countHistorical DFLV position of Family CFO Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Dimensional Etf Trust by Family CFO

Quarter filed Position value Share count Share price at filing
2024-12-31 $207k 6.9k 30.03
2024-09-30 $261k 8.5k 30.81
2024-06-30 $245k 8.5k 28.91
2024-03-31 $254k 8.5k 29.99
2023-12-31 $120k 4.4k 27.05

More positions owned by Family CFO

Vanguard Total Stock Market ETF (VTI)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Mortgage Bkd Sects ETF (VMBS)
Vanguard S&p 500 Etf idx (VOO)
Vanguard FTSE All Wld Ex USSml Cap (VSS)
Vanguard Malvern Fds strm infproidx (VTIP)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)
Vanguard Value ETF (VTV)
Vanguard Growth ETF (VUG)
Bloom Energy Corp (BE)
Vanguard Emerging Markets ETF (VWO)
Vanguard Extended Market ETF (VXF)
Dimensional Etf Trust (DFIV)

View all positions for Family CFO

Top funds holding Dimensional Etf Trust

Savant Capital Management
EP Wealth Advisors
CI Private Wealth
Foster Group
Mosaic Family Wealth Partners
Pathstone Holdings
Truepoint
DiNuzzo Private Wealth
Cable Hill Partners
Summit Financial Strategies
WPWealth
HighTower Advisors
H D Vest Advisory Services
Quent Capital
Phillips Financial Management

View all funds holding Dimensional Etf Trust