WPWealth »

Dimensional Etf Trust shares owned by WPWealth

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

Historical chart of WPWealth investment in Dimensional Etf Trust

Oct 62024Oct 20Nov 3Nov 17Dec 1Dec 15Dec 29396k396.5k397k397.5k11k11.5k12k
Value ($)Share countHistorical DFSI position of WPWealth Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by WPWealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $398k 12k 32.85
2024-09-30 $396k 11k 35.73

More positions owned by WPWealth

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)

View all positions for WPWealth

Top funds holding Dimensional Etf Trust

Awm Capital
Quantum Financial Advisors
Francis Financial
Merriman Wealth Management
Vista Wealth Management Group
Abacus Wealth Partners
Retirement Solution
Forum Financial Management
Citrine Capital
Pathstone Holdings
Elser Financial Planning
Planning Center
Balanced Rock Investment Advisors
Willow Creek Wealth Management
Heritage Financial Services

View all funds holding Dimensional Etf Trust