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Dimensional Etf Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 410k 31.81
2023-09-30 $11M 398k 28.71
2023-06-30 $12M 382k 30.45
2023-03-31 $11M 367k 30.05

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Vl Etf (IWX)

View all positions for AE Wealth Management

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust