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Dimensional Etf Trust shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFVX) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 35k 62.11
2024-03-31 $1.9M 31k 62.64

More positions owned by Up Strategic Wealth Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Dimensional Etf Trust

HBK Sorce Advisory
Wealthquest
Chicago Partners Investment
Up Strategic Wealth Investment Advisors
Susquehanna International
Elite Life Management
Strategic Investment Solutions
American Investment Services
Cary Street Partner Investment Advisory
KC Investment Advisors
HighTower Advisors
Royal Bank of Canada
Morgan Stanley
Huntington National Bank
AdvisorNet Financial

View all funds holding Dimensional Etf Trust