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Dimensional Etf Trust shares owned by Laurel Wealth Planning

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

Historical chart of Laurel Wealth Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.0M 95k 42.40

More positions owned by Laurel Wealth Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Infrastruc (IFRA)
Spdr Series Trust State Street Spd (EFIV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Internatnal Val (DFIV)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Spdr Series Trust State Street Spd (SPYV)
Wisdomtree Tr India Erngs Fd (EPI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Esg Awr Msci Em (ESGE)
Schwab Strategic Tr Fundamental Emer (FNDE)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Laurel Wealth Planning

Top funds holding Dimensional Etf Trust

Colony
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Abacus Wealth Partners
LongView Asset Management
EP Wealth Advisors
Five Oceans Advisors
Citrine Capital
Retirement Solution
Apella Capital
Jane Street
Savant Capital Management

View all funds holding Dimensional Etf Trust