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Dimensional Etf Trust shares owned by Essential Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 8.9k 24.42
2023-09-30 $210k 7.4k 28.26
2023-06-30 $276k 12k 23.31
2023-03-31 $272k 16k 17.01
2022-12-31 $257k 15k 17.28
2022-09-30 $281k 15k 18.90

More positions owned by Essential Planning

Pimco Etf Tr Active Bd Etf (BOND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Eli Lilly & Co. (LLY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Mbs Etf (MBB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Covington Trust Msci Rl Est Etf (FREL)

View all positions for Essential Planning

Top funds holding Dimensional Etf Trust

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Assetmark

View all funds holding Dimensional Etf Trust