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Dimensional Etf Trust shares owned by CWM

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

Historical chart of CWM investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 93k 31.84
2025-06-30 $4.5M 154k 29.43
2025-03-31 $9.8M 348k 28.15
2024-12-31 $2.7M 89k 30.78
2024-09-30 $2.0M 63k 30.79
2024-06-30 $278k 9.7k 28.74
2024-03-31 $173k 5.7k 30.14
2023-12-31 $201k 6.9k 29.15
2023-09-30 $1.2M 47k 25.34
2023-06-30 $2.8M 109k 25.70

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

Top funds holding Dimensional Etf Trust

Savant Capital Management
Mather Group
JMG Financial Group
CI Private Wealth
Colony
HPM Partners
Comprehensive Portfolio Management
Pathstone Holdings
Modera Wealth Management
Index Fund Advisors
Coldstream Capital Management
Cetera Investment Advisers
Envestnet Asset Management
Creative Planning
Arista Wealth Management

View all funds holding Dimensional Etf Trust