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Dimensional Etf Trust shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 53k 37.77
2025-06-30 $406k 11k 35.56
2024-06-30 $233k 7.3k 31.99

More positions owned by Discipline Wealth Solutions

Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Aim Etf Products Trust Allianzim Us Equ (JANU)

View all positions for Discipline Wealth Solutions

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