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Dimensional Etf Trust shares owned by Wedmont Private Capital

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Wedmont Private Capital from 13F filings

Historical chart of Wedmont Private Capital investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 53k 31.62
2023-12-31 $1.5M 53k 29.04
2023-09-30 $344k 13k 26.29
2023-06-30 $231k 8.4k 27.52
2023-03-31 $213k 8.4k 25.35
2022-12-31 $208k 8.4k 24.76

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Amazon (AMZN)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Wedmont Private Capital

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Forum Financial Management
Buckingham Asset Management
LPL Financial
Buckingham Strategic Partners
Plan
Commonwealth Equity Services
SJS Investment Consulting
Rockwood Wealth Management
Greenspring Advisors
Apella Capital
Private Ocean
Geometric Wealth Advisors
HighTower Advisors

View all funds holding Dimensional Etf Trust