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Dimensional Etf Trust shares owned by Investment Advisory Group

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

Historical chart of Investment Advisory Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $413k 12k 33.67
2023-12-31 $393k 12k 32.03
2023-09-30 $352k 12k 28.71
2023-06-30 $374k 12k 30.45
2023-03-31 $369k 12k 30.05
2022-12-31 $341k 12k 27.79

More positions owned by Investment Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Ishares Tr Modert Alloc Etf (AOM)
Ishares Tr Conser Alloc Etf (AOK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Investment Advisory Group

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