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Dimensional Etf Trust shares owned by GPWM

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

Historical chart of GPWM investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by GPWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $113k 1.8k 62.21
2024-06-30 $107k 1.8k 58.85
2024-03-31 $103k 1.8k 57.01
2023-12-31 $94k 1.8k 51.84
2023-09-30 $84k 1.8k 46.55
2023-06-30 $86k 1.8k 48.18
2023-03-31 $79k 1.8k 44.45
2022-12-31 $74k 1.8k 41.62
2022-09-30 $92k 2.4k 39.00
2022-06-30 $95k 2.3k 40.44
2022-03-31 $115k 2.3k 49.12
2021-12-31 $121k 2.3k 51.80

More positions owned by GPWM

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard World Esg Us Stk Etf (ESGV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for GPWM

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust