Wealthsource Partners »

Dimensional Etf Trust shares owned by Wealthsource Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Wealthsource Partners from 13F filings

Historical chart of Wealthsource Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Wealthsource Partners 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 Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 45k 47.01
2023-09-30 $1.8M 40k 46.38
2023-06-30 $1.9M 41k 46.35
2023-03-31 $1.8M 38k 46.66
2022-12-31 $1.7M 37k 46.09

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

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