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Dimensional Etf Trust shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $423k 10k 41.22
2025-06-30 $404k 10k 39.41
2025-03-31 $623k 18k 34.89
2024-12-31 $587k 18k 32.85
2024-09-30 $327k 9.1k 35.74

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)

View all positions for Delap Wealth Advisory

Top funds holding Dimensional Etf Trust

Colony
Maseco
Quantum Financial Advisors
Awm Capital
Francis Financial
Abacus Wealth Partners
Pathstone Holdings
LongView Asset Management
Retirement Solution
Citrine Capital
Five Oceans Advisors
Forum Financial Management
Willow Creek Wealth Management
Balanced Rock Investment Advisors
Planning Center

View all funds holding Dimensional Etf Trust