CWM »

Dimensional Etf Trust shares owned by CWM

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by CWM from 13F filings

Historical chart of CWM investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.1M 46k 47.01
2024-03-31 $27k 577 46.79
2023-12-31 $85k 1.8k 47.25
2023-09-30 $23k 500 46.00
2023-06-30 $73k 1.6k 46.65

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Eafe Grwth Etf (EFG)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for CWM

Top funds holding Dimensional Etf Trust

Beaird Harris Wealth Management
Resources Investment Advisors
Buckingham Asset Management
DiNuzzo Private Wealth
Planning Center
HighTower Advisors
Assetmark
Envestnet Asset Management
Savant Capital Management
Market Street Wealth Management Advisors
Apella Capital
Great Waters Wealth Management
WPWealth
Commonwealth Equity Services
Phillips Financial Management

View all funds holding Dimensional Etf Trust