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Dimensional Etf Trust shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 420k 34.07
2024-06-30 $13M 412k 31.99
2024-03-31 $13M 400k 31.61
2023-12-31 $8.2M 286k 28.61
2023-09-30 $6.9M 267k 25.69

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust