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Etf Ser Solutions shares owned by Wealth Dimensions Group

Quarter-by-quarter ownership of Etf Ser Solutions (SMIG) shares owned by Wealth Dimensions Group from 13F filings

Historical chart of Wealth Dimensions Group investment in Etf Ser Solutions

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All positions including Etf Ser Solutions held by Wealth Dimensions Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions by Wealth Dimensions Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 42k 28.80
2025-09-30 $1.2M 42k 29.62
2025-06-30 $1.2M 42k 28.85
2025-03-31 $1.2M 42k 28.53

More positions owned by Wealth Dimensions Group

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Procter & Gamble Company (PG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Us Real Estate E (DFAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Core Fixed Incom (DFCF)
NVIDIA Corporation (NVDA)

View all positions for Wealth Dimensions Group

Top funds holding Etf Ser Solutions

Royal Bank of Canada
UBS Group
Raymond James Financial
Wells Fargo & Company
LPL Financial
Pine Valley Investments Ltd Liability
Stifel Financial
Prime Capital Investment Advisors
Us Bancorp
Branch Banking & Trust Company
Castle Wealth Management
Joseph Group Capital Management
Fifth Third Bancorp
Sanctuary Advisors
Gotham Asset Management

View all funds holding Etf Ser Solutions