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Dimensional Etf Trust shares owned by GEN Financial Management

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

Historical chart of GEN Financial Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by GEN Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 32k 31.84
2025-06-30 $962k 33k 29.43
2025-03-31 $849k 30k 28.15
2024-12-31 $547k 18k 30.78

More positions owned by GEN Financial Management

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for GEN Financial Management

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