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Dimensional Etf Trust shares owned by waypoint wealth counsel

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

Historical chart of waypoint wealth counsel investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $296k 5.2k 56.98
2023-12-31 $269k 5.2k 51.83
2023-09-30 $242k 5.2k 46.55
2023-03-31 $231k 5.2k 44.43
2022-12-31 $216k 5.2k 41.61

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Index Fund Advisors
Plan
Envestnet Asset Management
Mercer Global Advisors
Sax Wealth Advisors
Ml & R Wealth Management
TCI Wealth Advisors
Great Waters Wealth Management
Creative Planning
Intelligence Driven Advisers
Zhang Financial
CI Private Wealth
G2 Capital Management, Llc / Oh
Sequoia Financial Advisors

View all funds holding Dimensional Etf Trust