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Dimensional Etf Trust shares owned by Life Planning Partners

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

Historical chart of Life Planning Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Life Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 47k 25.44
2023-12-31 $1.1M 47k 24.42
2022-09-30 $880k 47k 18.89
2022-06-30 $1.0M 47k 21.59
2022-03-31 $1.2M 47k 25.10
2021-12-31 $1.2M 47k 26.10

More positions owned by Life Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)

View all positions for Life Planning Partners

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Envestnet Asset Management
LPL Financial
Geometric Wealth Advisors
Commonwealth Equity Services
Glenmede Trust Company
Monograph Wealth Advisors
RFG Advisory
Brian McDonald
UBS Group
Plan
Alerus Financial
JFS Wealth Advisors
Hanson McClain Advisors
Assetmark

View all funds holding Dimensional Etf Trust