Graves-Light Private Wealth Management »

Dimensional Etf Trust Core Fixed Incom shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust Core Fixed Incom (DFCF) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management investment in Dimensional Etf Trust Core Fixed Incom

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust Core Fixed Incom held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust Core Fixed Incom by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $16M 383k 41.95
2023-12-31 $13M 311k 42.40
2023-09-30 $4.4M 110k 40.05
2023-06-30 $3.1M 75k 41.73
2023-03-31 $2.6M 61k 42.50
2022-12-31 $2.1M 51k 41.52

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Apple Stock (AAPL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding Dimensional Etf Trust Core Fixed Incom

Truepoint
HBK Sorce Advisory
Beaird Harris Wealth Management
WPWealth
Resources Investment Advisors
Commonwealth Equity Services
DiNuzzo Private Wealth
Baker Avenue Asset Management
Pathstone Holdings
Great Waters Wealth Management
HighTower Advisors
Hanson McClain Advisors
Core Wealth Management
Apella Capital
Market Street Wealth Management Advisors

View all funds holding Dimensional Etf Trust Core Fixed Incom