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Dimensional Etf Trust shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 47k 47.74
2024-06-30 $2.8M 60k 47.00
2024-03-31 $1.2M 26k 47.04
2023-12-31 $558k 12k 47.01

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Ea Bridgeway Omn (BSVO)

View all positions for Delap Wealth Advisory

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