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Dimensional Etf Trust shares owned by Bernardo Wealth Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Bernardo Wealth Planning from 13F filings

Historical chart of Bernardo Wealth Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Bernardo Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.4M 149k 63.22
2024-09-30 $795k 13k 63.19
2024-06-30 $258k 4.4k 58.85

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Bernardo Wealth Planning

Top funds holding Dimensional Etf Trust

Prudential Financial
Colony
Index Fund Advisors
Plan
Envestnet Asset Management
Creative Planning
Mercer Global Advisors
Sax Wealth Advisors
Great Waters Wealth Management
Zhang Financial
TCI Wealth Advisors
Root Financial Partners
LPL Financial
Life Planning Partners
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust