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

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0M 270k 25.96
2023-12-31 $5.9M 236k 25.20
2023-09-30 $5.1M 217k 23.47
2023-06-30 $4.9M 201k 24.37
2023-03-31 $4.2M 180k 23.38
2022-12-31 $3.0M 132k 22.61
2022-09-30 $2.2M 108k 20.53
2022-06-30 $1.1M 49k 23.34

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

Asset Dedication
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Marquette Asset Management
Beacon Pointe Advisors
Janney Montgomery Scott
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Jane Street
Evanson Asset Management
Burns Wealth Management
Opes Wealth Management
Graves-Light Private Wealth Management
Aveo Capital Partners

View all funds holding Dimensional Etf Trust