Wealthquest »

Dimensional Etf Trust shares owned by Wealthquest

Quarter-by-quarter ownership of Dimensional Etf Trust (DFVX) shares owned by Wealthquest from 13F filings

Historical chart of Wealthquest investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Wealthquest

Quarter filed Position value Share count Share price at filing
2024-09-30 $87M 1.3M 65.36

More positions owned by Wealthquest

Vanguard Large-cap Etf Etf (VV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Dimensional Us Large Cap Vector Etf Etf (DFVX)
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Innovator U.s. Equity 10 Buffer Etf - Quarterly Etf (ZALT)
Innovator Defined Wealth Shield Etf Etf (BALT)
American Finl Group Inc Ohio Stock (AFG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Us Treasury 2 Year Note Etf Etf (UTWO)
Vanguard Small-cap Etf Etf (VB)
Us Treasury 12 Month Bill Etf Etf (OBIL)
Vanguard Mid-cap Etf Etf (VO)
Procter And Gamble Stock (PG)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Wealthquest

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