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Dimensional Etf Trust shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 459k 30.80
2024-06-30 $13M 450k 28.78
2024-03-31 $14M 471k 30.10
2023-12-31 $14M 471k 29.12

More positions owned by Waterway Wealth Management

Ishares Msci Eafe Etf Etf (EFA)
Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Financial Select Sector Spdr Etf (XLF)

View all positions for Waterway Wealth Management

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