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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

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Quarterly reported holdings in Dimensional Etf Trust by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 22k 47.73
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)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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