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Dimensional Etf Trust Core Fixed Incom shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust Core Fixed Incom (DFCF) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors 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 Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust Core Fixed Incom by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 28k 41.95
2023-12-31 $1.0M 24k 42.40
2023-09-30 $790k 20k 40.37
2023-06-30 $646k 16k 41.73
2023-03-31 $219k 5.2k 42.50

More positions owned by Schwarz Dygos Wheeler Investment Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core Div Grwth (DGRO)
Sprott Physical Gold Tr Unit (PHYS)
Ishares Tr Select Divid Etf (DVY)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Schwarz Dygos Wheeler Investment Advisors

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