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Dimensional Etf Trust shares owned by Wealth Dimensions Group

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

Historical chart of Wealth Dimensions Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Wealth Dimensions Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.4M 221k 29.12
2023-09-30 $4.6M 180k 25.34
2023-06-30 $3.5M 135k 25.70
2023-03-31 $2.4M 98k 24.93
2022-12-31 $1.7M 68k 24.77

More positions owned by Wealth Dimensions Group

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Procter & Gamble Company (PG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Samsara Com Cl A (IOT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Wealth Dimensions Group

Top funds holding Dimensional Etf Trust

Alaska Permanent Fund Corp
JMG Financial Group
EP Wealth Advisors
Savant Capital Management
Comprehensive Portfolio Management
CI Private Wealth
Modera Wealth Management
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