Burns Wealth Management »

Dimensional Etf Trust shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DIHP) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Burns Wealth Management 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $7.6M 300k 25.23
2024-09-30 $7.5M 271k 27.70
2024-06-30 $5.0M 190k 26.32
2024-03-31 $2.7M 99k 26.94

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Burns Wealth Management

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Savant Capital Management
Vista Wealth Management Group
Forum Financial Management
Carlson Capital Management
Merriman Wealth Management
Colony
HighTower Advisors
Bank Of Montreal
Aprio Wealth Management
Planning Center
Satovsky Asset Management
Buckingham Strategic Partners
Jane Street

View all funds holding Dimensional Etf Trust