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Dimensional Etf Trust shares owned by Weatherly Asset Management

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

Historical chart of Weatherly Asset Management investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $289k 4.6k 62.20
2024-06-30 $273k 4.6k 58.85
2024-03-31 $265k 4.6k 56.98
2023-12-31 $241k 4.6k 51.83
2023-09-30 $216k 4.6k 46.55
2023-06-30 $224k 4.6k 48.16
2023-03-31 $206k 4.6k 44.43
2022-03-31 $228k 4.6k 49.11
2021-12-31 $240k 4.6k 51.69
2021-09-30 $219k 4.6k 47.17
2021-06-30 $219k 4.6k 47.17

More positions owned by Weatherly Asset Management

Eli Lilly & Co Common (LLY)
Apple Common (AAPL)
Microsoft Corp Common (MSFT)
Amazon Common (AMZN)
Netflix Common (NFLX)
J P Morgan Exchange Traded F Common (JMST)
Fidelity Merrimack Str Tr Common (FBND)
Invesco Exch Traded Fd Tr Ii Common (CGW)
Costco Whsl Corp Common (COST)
Waste Mgmt Inc Del Common (WM)
J P Morgan Exchange Traded F Common (JPST)
Vanguard Whitehall Fds Foreign (VIGI)
Ssga Active Etf Tr Foreign (TOTL)
Nvidia Corporation Common (NVDA)
Ishares Tr Common (ITOT)

View all positions for Weatherly Asset Management

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