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Dimensional Etf Trust shares owned by Wealth Management Strategies

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

Historical chart of Wealth Management Strategies investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Wealth Management Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $960k 23k 40.95
2025-03-31 $606k 17k 34.89
2024-12-31 $2.4k 7.2k 0.33

More positions owned by Wealth Management Strategies

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 26 Trm Ts (IBTG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Wealth Management Strategies

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