Efficient Wealth Management »

D First Tr Exchange-traded shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of D First Tr Exchange-traded (FPE) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in D First Tr Exchange-traded

Tip: Access up to 7 years of quarterly data

All positions including D First Tr Exchange-traded held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in D First Tr Exchange-traded by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $50k 2.9k 17.54
2020-12-31 $6.0k 315 19.05
2020-09-30 $6.0k 315 19.05

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Real Estate Etf (VNQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding D First Tr Exchange-traded

Morgan Stanley
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Bank of America Corporation
Ameriprise Financial
HighTower Advisors
Cetera Investment Advisers
Stifel Financial
Envestnet Asset Management
Kestra Advisory Services
MAI Wealth Advisors
Advisor Group Holdings

View all funds holding D First Tr Exchange-traded