Wellington Wealth Strategies »

Dimensional Etf Trust shares owned by Wellington Wealth Strategies

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSB) shares owned by Wellington Wealth Strategies from 13F filings

Historical chart of Wellington Wealth Strategies investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $418k 3.2k 130.81

More positions owned by Wellington Wealth Strategies

Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Applied Materials (AMAT)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Broadcom (AVGO)
Nevro (NVRO)
Domino's Pizza (DPZ)
Netflix (NFLX)
Global X Fds Autonmous Ev Etf (DRIV)
3M Company (MMM)
Dimensional Etf Trust Global Sustaina (DFSB)
Public Storage (PSA)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)

View all positions for Wellington Wealth Strategies

Top funds holding Dimensional Etf Trust

Abacus Wealth Partners
Quantum Financial Advisors
RFG Advisory
CI Private Wealth
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Apella Capital
Sei Investments
Northern Trust
Resources Investment Advisors
Samalin Investment Counsel
LPL Financial
RW Investment Management
RAM Investment Partners
BetterWealth

View all funds holding Dimensional Etf Trust