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Dimensional Etf Trust shares owned by GeoWealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $27M 722k 37.77
2025-06-30 $26M 723k 35.56
2025-03-31 $1.7M 52k 33.14
2024-12-31 $1.1M 33k 33.79
2024-09-30 $708k 21k 34.07
2024-06-30 $376k 12k 31.99
2024-03-31 $145M 4.6k 31610.05

More positions owned by GeoWealth Management

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for GeoWealth Management

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
Aprio Wealth Management
HighTower Advisors
Apella Capital
Park Avenue Securities

View all funds holding Dimensional Etf Trust