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Dimensional Etf Trust shares owned by Francis Financial

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by Francis Financial from 13F filings

Historical chart of Francis Financial investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Francis Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 87k 32.20
2023-12-31 $2.3M 74k 31.63
2023-09-30 $2.0M 70k 29.39
2023-06-30 $1.6M 53k 30.44
2023-03-31 $1.3M 42k 29.89
2022-12-31 $219k 7.8k 28.18

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Adv Invt Gra (ELQD)

View all positions for Francis Financial

Top funds holding Dimensional Etf Trust

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Jane Street
Vista Wealth Management Group
Greenspring Advisors
AE Wealth Management
Retirement Solution
Wealth Enhancement Advisory Services
Francis Financial
Heritage Financial Services
Savant Capital Management
Asset Dedication

View all funds holding Dimensional Etf Trust