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Dimensional Etf Trust shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $289k 7.6k 38.07
2025-06-30 $270k 7.6k 35.56
2025-03-31 $279k 8.4k 33.14
2024-06-30 $271k 8.5k 31.99

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)

View all positions for Delap Wealth Advisory

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