Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Centered Wealth LLC dba Miller Equity Capital Advisors »

Dimensional Etf Trust shares owned by Centered Wealth LLC dba Miller Equity Capital Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Centered Wealth LLC dba Miller Equity Capital Advisors from 13F filings

Historical chart of Centered Wealth LLC dba Miller Equity Capital Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Centered Wealth LLC dba Miller Equity Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Dimensional Etf Trust by Centered Wealth LLC dba Miller Equity Capital Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$940k	33k	28.78
2024-03-31	$491k	16k	30.10

More positions owned by Centered Wealth LLC dba Miller Equity Capital Advisors

Vanguard Index Fds Small Cp Etf (VB)

Vanguard Index Fds Total Stk Mkt (VTI)

Vanguard World Inf Tech Etf (VGT)

Vanguard Index Fds Large Cap Etf (VV)

Vanguard Bd Index Fds Total Bnd Mrkt (BND)

Vanguard Index Fds Mid Cap Etf (VO)

Vanguard World Consum Dis Etf (VCR)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Berkshire Hathaway Inc Del Cl B New (BRK.B)

Costco Wholesale Corporation (COST)

Chipotle Mexican Grill (CMG)

Vanguard World Financials Etf (VFH)

Microsoft Corporation (MSFT)

Vanguard World Comm Srvc Etf (VOX)

Vanguard World Health Car Etf (VHT)

View all positions for Centered Wealth LLC dba Miller Equity Capital Advisors

Top funds holding Dimensional Etf Trust

Alaska Permanent Fund Corp

Savant Capital Management

Modera Wealth Management

EP Wealth Advisors

Comprehensive Portfolio Management

Index Fund Advisors

Colony

Arista Wealth Management

Buckingham Asset Management

Bank of America Corporation

DiNuzzo Private Wealth

View all funds holding Dimensional Etf Trust

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z