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Dimensional Etf Trust shares owned by Liberty Wealth Management

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

Historical chart of Liberty Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 396k 27.05
2023-09-30 $9.9M 399k 24.81
2023-06-30 $10M 398k 25.40
2023-03-31 $11M 462k 24.55

More positions owned by Liberty Wealth Management

iShares S&P 500 Index (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Msci Usa Quality Facto invalid (QUAL)
4068594 Enphase Energy (ENPH)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Core Fixed Incomeed Incom (DFCF)
Ishares Tr core tl usd bd (IUSB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Total Stk Mkt (VTI)
iShares MSCI EAFE Value Index (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Liberty Wealth Management

Top funds holding Dimensional Etf Trust

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Wealth Enhancement Advisory Services
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View all funds holding Dimensional Etf Trust