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Dimensional Etf Trust shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Graves-Light Private 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 Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 6.0k 40.95
2025-06-30 $236k 6.0k 39.41
2025-03-31 $209k 6.0k 34.89
2024-03-31 $202k 6.0k 33.67

More positions owned by Graves-Light Private Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Graves-Light Private Wealth Management

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