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Dimensional Etf Trust shares owned by WMS Partners

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

Historical chart of WMS Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by WMS Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $498k 17k 29.12
2023-09-30 $400k 16k 25.34
2023-06-30 $415k 16k 25.70

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View all positions for WMS Partners

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