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Dimensional Etf Trust shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSB) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 91k 53.34
2025-06-30 $4.4M 84k 52.38
2025-03-31 $4.2M 81k 51.50
2024-12-31 $3.8M 75k 50.94
2024-06-30 $2.9M 56k 51.10

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Dimensional Etf Trust

Abacus Wealth Partners
Maseco
Mercer Global Advisors
Quantum Financial Advisors
Blue Oak Capital
Miracle Mile Advisors
Sei Investments
Seeds Investor
Momentous Wealth Management
Parkshore Wealth Management
Planning Center
Citrine Capital
CI Private Wealth
Jane Street
Apella Capital

View all funds holding Dimensional Etf Trust