Cassaday & Co Wealth Management »

Dimensional Etf Trust shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $294k 5.7k 51.83
2023-09-30 $264k 5.7k 46.55
2023-06-30 $273k 5.7k 48.16
2023-03-31 $252k 5.7k 44.43
2022-12-31 $236k 5.7k 41.61

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Plan
Mercer Global Advisors
Ml & R Wealth Management
TCI Wealth Advisors
Great Waters Wealth Management
Intelligence Driven Advisers
Creative Planning
CI Private Wealth
Zhang Financial
Sequoia Financial Advisors
G2 Capital Management, Llc / Oh
Savant Capital Management
Wealth Enhancement Advisory Services
JFS Wealth Advisors

View all funds holding Dimensional Etf Trust