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Dimensional Etf Trust shares owned by Waterford Advisors

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

Historical chart of Waterford Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $10M 279k 36.06

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Raytheon Technologies Corp (RTX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Commerce Bancshares (CBSH)
Apple (AAPL)

View all positions for Waterford Advisors

Top funds holding Dimensional Etf Trust

Savant Capital Management
Mather Group
CI Private Wealth
JMG Financial Group
Comprehensive Portfolio Management
Colony
HPM Partners
Pathstone Holdings
Modera Wealth Management
Index Fund Advisors
Cetera Investment Advisers
Coldstream Capital Management
LPL Financial
Arista Wealth Management
Burns Wealth Management

View all funds holding Dimensional Etf Trust