Kathleen S. Wright Associates »

Dimensional Etf Trust shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $423k 8.9k 47.74
2024-06-30 $313k 6.7k 47.00
2024-03-31 $314k 6.7k 47.04
2023-12-31 $314k 6.7k 47.01
2023-09-30 $316k 6.8k 46.38
2023-06-30 $222k 4.8k 46.35

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
American Express Company (AXP)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ea Series Trust Us Quan Value (QVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Kathleen S. Wright Associates

Top funds holding Dimensional Etf Trust

Colony
Beaird Harris Wealth Management
Resources Investment Advisors
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