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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
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 S&p 500 Index Etf (IVV)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Invesco Qqq Trust Series I Etf (QQQ)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Us High Profitability Etf Etf (DUHP)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Energy Select Sector Spdr Etf (XLE)
Draftkings Inc New Com Cl A Stock (DKNG)
Nvidia Corporation Stock (NVDA)
Advanced Micro Devices Stock (AMD)

View all positions for Avondale Wealth Management

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Merriman Wealth Management
Forum Financial Management
Vista Wealth Management Group
Pure Financial Advisors
Alesco Advisors
HighTower Advisors
Aprio Wealth Management
Colony
CI Private Wealth
Wealth Enhancement Advisory Services
Buckingham Asset Management
Pathstone Holdings
Foster Group

View all funds holding Dimensional Etf Trust