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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
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)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Dimensional Us High Profitability Etf Etf (DUHP)
Vanguard S&p 500 Etf Etf (VOO)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Energy Select Sector Spdr Etf (XLE)
Apple Stock (AAPL)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Spdr S&p Regional Banking Etf Etf (KRE)
Sentinelone Inc Cl A Stock (S)
Draftkings Inc New Com Cl A Stock (DKNG)

View all positions for Avondale Wealth Management

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Forum Financial Management
Vista Wealth Management Group
CI Private Wealth
Aprio Wealth Management
Pure Financial Advisors
Alesco Advisors
HighTower Advisors
Captrust Financial Advisors
LVZ Advisors
BKD Wealth Advisors
Bouchey Financial
Planning Center
Bank Of Montreal
DiNuzzo Private Wealth

View all funds holding Dimensional Etf Trust