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Dimensional Etf Trust shares owned by BWM Planning

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

Historical chart of BWM Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by BWM Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2M 19k 63.75
2024-09-30 $1.1M 18k 62.20

More positions owned by BWM Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Avantis All Int (AVNM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Proshares Tr Sp500 Ex Enrgy (SPXE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ea Series Trust Us Quan Momentum (QMOM)

View all positions for BWM 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
LPL Financial
Root Financial Partners
Intelligence Driven Advisers
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust