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Dimensional Etf Trust shares owned by Sound View Wealth Advisors Group

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

Historical chart of Sound View Wealth Advisors Group investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Sound View Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $589k 9.5k 62.20
2024-06-30 $557k 9.5k 58.85
2024-03-31 $539k 9.5k 56.98
2023-12-31 $490k 9.5k 51.83
2023-09-30 $441k 9.5k 46.55
2023-06-30 $456k 9.5k 48.16
2023-03-31 $420k 9.5k 44.43

More positions owned by Sound View Wealth Advisors Group

Apple (AAPL)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Microsoft Corporation (MSFT)
Ishares Tr Ibonds Dec2026 (IBDR)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 27 Etf (IBDS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Ibds Dec28 Etf (IBDT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sound View Wealth Advisors Group

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