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Dimensional Etf Trust shares owned by ShankerValleau Wealth Advisors

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

Historical chart of ShankerValleau Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by ShankerValleau 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 ShankerValleau Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $608k 12k 50.78
2025-06-30 $876k 17k 50.75
2025-03-31 $1.9M 38k 50.73
2024-12-31 $9.2M 182k 50.59

More positions owned by ShankerValleau Wealth Advisors

Oracle Corporation (ORCL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Progressive Corporation (PGR)

View all positions for ShankerValleau Wealth Advisors

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