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Dimensional Etf Trust shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 575k 29.99
2023-12-31 $13M 496k 27.05
2023-09-30 $9.1M 369k 24.81
2023-06-30 $6.4M 253k 25.40
2023-03-31 $2.9M 119k 24.57

More positions owned by Total Wealth Planning

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Total Wealth Planning

Top funds holding Dimensional Etf Trust

Pathstone Holdings
CI Private Wealth
Mosaic Family Wealth Partners
EP Wealth Advisors
DiNuzzo Private Wealth
Truepoint
Cable Hill Partners
WPWealth
Regal Wealth Group
Mather Group
Team Hewins
Great Oak Capital Partners
Wealth Enhancement Advisory Services
Phillips Financial Management
Beacon Pointe Advisors

View all funds holding Dimensional Etf Trust