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Dimensional Etf Trust shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-09-30 $457k 13k 34.07

More positions owned by Badgley Phelps Wealth Managers

Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Costco Wholesale Corporation (COST)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Columbia Sportswear Company (COLM)
JPMorgan Chase & Co. (JPM)

View all positions for Badgley Phelps Wealth Managers

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust