Wealthcare Advisory Partners »

Dimensional Etf Trust shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 63k 30.80
2024-06-30 $1.6M 57k 28.78
2024-03-31 $1.2M 40k 30.10
2023-12-31 $1.1M 37k 29.12
2023-09-30 $454k 18k 25.34
2023-06-30 $1.4M 54k 25.70
2023-03-31 $1.1M 44k 24.93

More positions owned by Wealthcare Advisory Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

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