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Dimensional Etf Trust shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSU) 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 $726k 23k 31.13
2023-09-30 $548k 20k 27.75
2023-06-30 $559k 20k 28.71
2023-03-31 $375k 14k 26.62

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

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

View all funds holding Dimensional Etf Trust