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Dimensional Etf Trust shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 30k 36.54
2023-12-31 $963k 29k 33.25
2023-09-30 $903k 30k 29.95
2023-06-30 $916k 30k 30.99
2023-03-31 $816k 28k 28.77
2022-12-31 $730k 27k 27.02
2022-09-30 $562k 22k 25.15
2022-06-30 $591k 22k 26.43

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

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View all funds holding Dimensional Etf Trust