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Dimensional Etf Trust shares owned by Avondale Wealth Management

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

Historical chart of Avondale Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Avondale Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $375k 9.9k 37.77
2025-06-30 $353k 9.9k 35.56
2025-03-31 $1.3M 38k 33.14
2024-12-31 $1.4M 40k 33.79
2024-09-30 $8.4M 247k 34.07
2024-06-30 $7.7M 241k 31.99
2024-03-31 $7.3M 232k 31.61
2023-12-31 $6.4M 225k 28.61
2023-09-30 $4.5M 175k 25.69

More positions owned by Avondale Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Ishares Semicdtr (SOXX)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Tesla Motors (TSLA)
Select Sector Spdr Tr Energy (XLE)

View all positions for Avondale Wealth Management

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Colony
Forum Financial Management
Pure Financial Advisors
Envestnet Asset Management
Hanson McClain Advisors
Foster Group
Wealth Enhancement Advisory Services
Alesco Advisors
Buckingham Strategic Partners
RW Investment Management
Bank Of Montreal
Aprio Wealth Management
HighTower Advisors
Apella Capital

View all funds holding Dimensional Etf Trust