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Dimensional Etf Trust shares owned by Family Wealth Partners

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

Historical chart of Family Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.6M 117k 47.74
2024-06-30 $5.6M 118k 47.00
2024-03-31 $4.9M 103k 47.04
2023-12-31 $2.9M 63k 47.01

More positions owned by Family Wealth Partners

Lpl Financial Holdings (LPLA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Family Wealth Partners

Top funds holding Dimensional Etf Trust

Colony
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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