Leading Edge Financial Planning »

Dimensional Etf Trust shares owned by Leading Edge Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) shares owned by Leading Edge Financial Planning from 13F filings

Historical chart of Leading Edge Financial Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Leading Edge Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Leading Edge Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 607k 31.61
2023-09-30 $13M 522k 25.69
2023-06-30 $14M 522k 26.54
2023-03-31 $11M 442k 25.14
2022-12-31 $9.1M 378k 24.01

More positions owned by Leading Edge Financial Planning

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Global Reit Etf (REET)
Dimensional Etf Trust Inflation Prote (DFIP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfli High Yld (SPHY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Leading Edge Financial Planning

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