Wedmont Private Capital »

Dimensional Etf Trust shares owned by Wedmont Private Capital

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Wedmont Private Capital from 13F filings

Historical chart of Wedmont Private Capital investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Wedmont Private Capital 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 Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 41k 31.94
2025-06-30 $1.3M 41k 30.84
2025-03-31 $491k 19k 25.27
2023-09-30 $326k 13k 24.88

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Us Treas Bd Etf (GOVT)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Palantir Technologies Cl A (PLTR)
Amazon (AMZN)

View all positions for Wedmont Private Capital

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