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Dimensional Etf Trust shares owned by New Capital Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by New Capital Management from 13F filings

Historical chart of New Capital Management investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by New Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 57k 32.20
2023-12-31 $1.9M 60k 31.63
2023-09-30 $1.1M 38k 29.39
2023-03-31 $288k 9.6k 29.89

More positions owned by New Capital Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Pepsi (PEP)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust International (DFSI)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)

View all positions for New Capital Management

Top funds holding Dimensional Etf Trust

Quantum Financial Advisors
Awm Capital
Abacus Wealth Partners
Five Oceans Advisors
Forum Financial Management
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