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Dimensional Etf Trust shares owned by Wheelhouse Advisory Group

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

Historical chart of Wheelhouse Advisory Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 325k 48.19
2025-06-30 $12M 246k 48.01
2025-03-31 $9.7M 204k 47.52
2024-12-31 $5.3M 112k 46.88
2024-09-30 $2.2M 47k 47.74

More positions owned by Wheelhouse Advisory Group

Vanguard S&p 500 Growth Etf Etf (VOOG)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Health Care Etf Health Care Etf (VHT)
Vanguard Large Cap Etf Etf (VV)
Vanguard Mega Cap Growthetf Etf (MGK)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Information Technology Etf Etf (VGT)
Dimensional Shrt Drt Fxdincm Etf Etf (DFSD)
Avantis Us Small Cap Value Etf Etf (AVSC)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Financials Etf Financials Etf (VFH)
Dimensional Nationl Munpl Bnd Etf Etf (DFNM)
Spdr Bloomberg 1 3 Mnth T Bll Etf Spdr Ser Tr (BIL)
NVIDIA Corporation (NVDA)
Vanguard Muni Bnd Tax Exempt Etf Etf (VTEB)

View all positions for Wheelhouse Advisory Group

Top funds holding Dimensional Etf Trust

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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