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Dimensional Etf Trust shares owned by Forthright Family Wealth Advisory

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

Historical chart of Forthright Family Wealth Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Forthright Family 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 Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $694k 15k 47.01

More positions owned by Forthright Family Wealth Advisory

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr TRS FLT RT BD (TFLO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 100 Etf (OEF)
Apple (AAPL)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Forthright Family Wealth Advisory

Top funds holding Dimensional Etf Trust

Beaird Harris Wealth Management
DiNuzzo Private Wealth
Market Street Wealth Management Advisors
Buckingham Asset Management
Assetmark
Apella Capital
Great Waters Wealth Management
Commonwealth Equity Services
Savant Capital Management
Phillips Financial Management
HighTower Advisors
Buckingham Strategic Partners
Rather & Kittrell
RAM Investment Partners
Burney Co/

View all funds holding Dimensional Etf Trust