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Dimensional Etf Trust shares owned by Lantz Financial

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

Historical chart of Lantz Financial investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Lantz Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 103k 30.80
2024-06-30 $2.4M 82k 28.78
2024-03-31 $2.4M 79k 30.10
2023-12-31 $1.8M 61k 29.12

More positions owned by Lantz Financial

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Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Intrnl Dev July (IJUL)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)

View all positions for Lantz Financial

Top funds holding Dimensional Etf Trust

Alaska Permanent Fund Corp
Savant Capital Management
JMG Financial Group
CI Private Wealth
Mather Group
Pathstone Holdings
Modera Wealth Management
EP Wealth Advisors
Comprehensive Portfolio Management
Index Fund Advisors
Colony
Arista Wealth Management
Buckingham Asset Management
Bank of America Corporation
DiNuzzo Private Wealth

View all funds holding Dimensional Etf Trust