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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

Tip: Access up to 7 years of quarterly data

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
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)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Dimensional Etf Trust

Savant Capital Management
Alaska Permanent Fund Corp
JMG Financial Group
Mather Group
CI Private Wealth
Pathstone Holdings
Modera Wealth Management
EP Wealth Advisors
Comprehensive Portfolio Management
Index Fund Advisors
Colony
Arista Wealth Management
H D Vest Advisory Services
Root Financial Partners
Bank of America Corporation

View all funds holding Dimensional Etf Trust