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Dimensional Etf Trust shares owned by West Financial Advisors

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

Historical chart of West Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 380k 31.61
2023-12-31 $11M 373k 28.61
2023-09-30 $8.5M 332k 25.69

More positions owned by West Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

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