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Dimensional Etf Trust shares owned by Keystone Financial Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Keystone Financial Group from 13F filings

Historical chart of Keystone Financial Group investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Keystone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 116k 48.19
2025-06-30 $5.2M 107k 48.01
2025-03-31 $3.8M 81k 47.63
2024-12-31 $3.2M 68k 46.88

More positions owned by Keystone Financial Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Fb Finl (FBK)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Blackrock Etf Trust Ii Ishares Intermed (INMU)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)
Ishares U S Etf Tr Short Maturity M (MEAR)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr Short Treas Bd (SHV)

View all positions for Keystone Financial Group

Top funds holding Dimensional Etf Trust

Buckingham Strategic Partners
Colony
Savant Capital Management
Apella Capital
Resources Investment Advisors
Beaird Harris Wealth Management
Planning Center
Envestnet Asset Management
DiNuzzo Private Wealth
Root Financial Partners
HighTower Advisors
Phillips Financial Management
Great Waters Wealth Management
Assetmark
Market Street Wealth Management Advisors

View all funds holding Dimensional Etf Trust