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Dimensional Etf Trust shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $327k 11k 30.77
2024-09-30 $340k 11k 30.76
2024-06-30 $318k 11k 28.79
2024-03-31 $362k 12k 30.13

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Visa Com Cl A (V)
Pimco Etf Tr Multisector Bd (PYLD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

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