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Dimensional Etf Trust shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Client 1st Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $13M 266k 47.00
2024-03-31 $11M 223k 47.04
2023-09-30 $6.3M 135k 46.38
2023-06-30 $2.7M 59k 46.35

More positions owned by Client 1st Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Esg Awr Msci Usa (ESGU)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
Exxon Mobil Corporation (XOM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Client 1st Advisory Group

Top funds holding Dimensional Etf Trust

Colony
Resources Investment Advisors
Beaird Harris Wealth Management
Buckingham Asset Management
Buckingham Strategic Partners
Planning Center
DiNuzzo Private Wealth
Savant Capital Management
HighTower Advisors
Assetmark
Envestnet Asset Management
Market Street Wealth Management Advisors
Great Waters Wealth Management
Apella Capital
WPWealth

View all funds holding Dimensional Etf Trust