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Dimensional Etf Trust shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $544k 17k 32.03
2023-09-30 $418k 15k 28.71
2023-06-30 $436k 14k 30.45
2023-03-31 $253k 8.4k 30.05

More positions owned by Schwarz Dygos Wheeler Investment Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Sprott Physical Gold Tr Unit (PHYS)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Select Divid Etf (DVY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
UnitedHealth (UNH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Schwarz Dygos Wheeler Investment Advisors

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