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Dimensional Etf Trust shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $892k 28k 31.84
2025-06-30 $792k 27k 29.43
2025-03-31 $756k 27k 28.15
2024-12-31 $1.1M 34k 30.78
2024-09-30 $1.0M 34k 30.80

More positions owned by Cyndeo Wealth Partners

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Amazon (AMZN)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Exchange-traded Core Investment (FTCB)

View all positions for Cyndeo Wealth Partners

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