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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
2024-03-31 $14M 471k 30.10
2023-12-31 $14M 471k 29.12

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Ishares S&p Smallcap 600 Etf Etf (IJR)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares Russell 1000 Growth Etf Etf (IWF)
Nvidia Corporation Stock (NVDA)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Financial Select Sector Spdr Etf (XLF)
Microsoft Stock (MSFT)
Exxon Mobil Corp Stock (XOM)

View all positions for Waterway Wealth Management

Top funds holding Dimensional Etf Trust

Alaska Permanent Fund Corp
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DiNuzzo Private Wealth
Cable Hill Partners
Pathstone Holdings
Stordahl Capital Management
Commonwealth Equity Services
Jackson Thornton Asset Management
Truepoint
Alpha Financial Advisors

View all funds holding Dimensional Etf Trust