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Dimensional Etf Trust shares owned by Keyvantage Wealth

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

Historical chart of Keyvantage Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Keyvantage Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 173k 31.84
2025-06-30 $5.0M 171k 29.43
2025-03-31 $4.5M 158k 28.15

More positions owned by Keyvantage Wealth

Schwab International Equity Etf Etf (SCHF)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Jpmorgan Active Growth Etf Etf (JGRO)
Jpmorgan Active Value Etf Etf (JAVA)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Vanguard Mid-cap Etf Etf (VO)
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI)
Schwab International Small-cap Equity Etf Etf (SCHC)
Jpmorgan Municipal Etf Etf (JMUB)
Vanguard Small-cap Etf Etf (VB)
Dimensional Us Small Cap Value Etf Etf (DFSV)

View all positions for Keyvantage Wealth

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