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Dimensional Etf Trust shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $96k 2.0k 47.88

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ea Series Trust Freedom 100 Em (FRDM)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Intercontinental Exchange (ICE)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Flexshares Tr Mornstar Upstr (GUNR)

View all positions for Smallwood Wealth Investment Management

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