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Dimensional Etf Trust shares owned by Bright Financial Advisors

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

Historical chart of Bright Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Bright 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 Bright Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 57k 50.77
2024-06-30 $2.0M 40k 50.67
2024-03-31 $2.3M 45k 50.62

More positions owned by Bright Financial Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ssga Active Etf Tr Globl Allo Etf (GAL)
Stryker Corporation (SYK)
Ishares Tr Core S&p Mcp Etf (IJH)
Eaton Corp SHS (ETN)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Bright Financial Advisors

Top funds holding Dimensional Etf Trust

Planning Center
Market Street Wealth Management Advisors
Sterling Wealth Management
Chicago Partners Investment
DiNuzzo Private Wealth
Arkadios Wealth Advisors
American Capital Advisory
Root Financial Partners
Altiora Financial Group
Phillips Financial Management
SJS Investment Consulting
Strategic Investment Solutions
Hiley Hunt Wealth Management
Ruedi Wealth Management
Onyx Financial Advisors

View all funds holding Dimensional Etf Trust