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Dimensional Etf Trust shares owned by Burns Wealth Management

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

Historical chart of Burns Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 6.0k 37.18
2024-06-30 $209k 6.0k 34.86

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Sp Smcp600vl Etf (IJS)
NVIDIA Corporation (NVDA)

View all positions for Burns Wealth Management

Top funds holding Dimensional Etf Trust

Retirement Solution
Quantum Financial Advisors
Awm Capital
Merriman Wealth Management
Abacus Wealth Partners
Vista Wealth Management Group
Gibson Capital
Forum Financial Management
Wealth Enhancement Advisory Services
New Capital Management
Heritage Financial Services
Pathstone Holdings
Planning Center
CI Private Wealth
Buckingham Asset Management

View all funds holding Dimensional Etf Trust