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Dimensional Etf Trust shares owned by Essential Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DUSB) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Essential Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $279k 5.5k 50.78
2025-06-30 $209k 4.1k 50.75
2025-03-31 $207k 4.1k 50.72
2024-12-31 $5.3M 105k 50.73

More positions owned by Essential Planning

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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding Dimensional Etf Trust

Planning Center
Prudent Man Investment Management
Root Financial Partners
SJS Investment Consulting
SC&H Financial Advisors
Chicago Partners Investment
Market Street Wealth Management Advisors
Sterling Wealth Management
DiNuzzo Private Wealth
Phillips Financial Management
Savant Capital Management
American Capital Advisory
Vise Technologies
Pillar Financial Advisors
TAGStone Capital

View all funds holding Dimensional Etf Trust