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Dimensional Etf Trust shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Forum Private Client Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $815k 16k 51.83
2023-06-30 $930k 19k 48.16
2023-03-31 $885k 20k 44.43
2022-12-31 $811k 20k 41.61
2022-09-30 $682k 18k 38.83
2022-06-30 $658k 16k 40.76
2022-03-31 $487k 9.9k 49.02

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

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