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Dimensional Etf Trust shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.8M 175k 33.46
2024-03-31 $5.2M 160k 32.20
2023-12-31 $4.2M 134k 31.62
2023-09-30 $3.4M 116k 29.39
2023-06-30 $3.2M 106k 30.44
2023-03-31 $2.5M 83k 29.89
2022-12-31 $677k 24k 28.18

More positions owned by Vista Wealth Management Group

Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Nu Hldgs Ord Shs Cl A (NU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Datadog Cl A Com (DDOG)
Snowflake Cl A (SNOW)
NVIDIA Corporation (NVDA)
Ccc Intelligent Solutions Holdings (CCCS)
Doordash Cl A (DASH)
Apple (AAPL)

View all positions for Vista Wealth Management Group

Top funds holding Dimensional Etf Trust

Awm Capital
Quantum Financial Advisors
Abacus Wealth Partners
Forum Financial Management
Jane Street
Five Oceans Advisors
Merriman Wealth Management
Retirement Solution
Vista Wealth Management Group
Greenspring Advisors
Francis Financial
Savant Capital Management
Asset Dedication
Wealth Architects
Wealth Enhancement Advisory Services

View all funds holding Dimensional Etf Trust