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Dimensional Etf Trust shares owned by Addison Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 71k 35.74
2024-06-30 $1.6M 48k 32.94
2024-03-31 $1.4M 42k 33.67
2023-12-31 $894k 28k 32.03
2023-09-30 $213k 7.4k 28.71

More positions owned by Addison Advisors

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Ishares Tr Us Sml Cap Eqt (SMLF)

View all positions for Addison Advisors

Top funds holding Dimensional Etf Trust

Quantum Financial Advisors
Awm Capital
Francis Financial
Merriman Wealth Management
Vista Wealth Management Group
Abacus Wealth Partners
Retirement Solution
Forum Financial Management
Greenspring Advisors
Planning Center
Pathstone Holdings
Heritage Financial Services
New Capital Management
CI Private Wealth
Asset Dedication

View all funds holding Dimensional Etf Trust