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Dimensional Etf Trust shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 198k 63.75
2024-09-30 $12M 199k 62.20
2024-03-31 $11M 187k 56.98
2023-12-31 $9.9M 190k 51.83

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Palantir Technologies Cl A (PLTR)

View all positions for Private Wealth Management Group

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