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Dimensional Etf Trust shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.3M 113k 47.00
2024-03-31 $5.3M 113k 47.04
2023-12-31 $5.4M 114k 47.01
2023-09-30 $5.2M 112k 46.37
2023-06-30 $6.0M 130k 46.35
2023-03-31 $6.0M 129k 46.66
2022-12-31 $6.5M 141k 46.09

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Apple Stock (AAPL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Dimensional Core Fixed Income Etf Etf (DFCF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Graves-Light Private Wealth Management

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