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Dimensional Etf Trust shares owned by Wealth Architects

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

Historical chart of Wealth Architects investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Wealth Architects

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 93k 35.42
2024-06-30 $2.7M 80k 33.46
2024-03-31 $1.9M 60k 32.20
2023-12-31 $1.6M 51k 31.63
2023-09-30 $1.3M 46k 29.39
2023-06-30 $834k 27k 30.44

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Internatnal Val (DFIV)
Lam Research Corporation (LRCX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Wealth Architects

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