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Dimensional Etf Trust shares owned by Wealthsource Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGR) shares owned by Wealthsource Partners from 13F filings

Historical chart of Wealthsource Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Wealthsource Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $735k 28k 25.98
2023-09-30 $518k 23k 22.41
2023-06-30 $552k 23k 24.39
2023-03-31 $432k 18k 24.55

More positions owned by Wealthsource Partners

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Wealthsource Partners

Top funds holding Dimensional Etf Trust

Forum Financial Management
JMG Financial Group
CI Private Wealth
Buckingham Asset Management
Private Ocean
Savant Capital Management
DiNuzzo Private Wealth
Brighton Jones
Wescott Financial Advisory Group
Quantum Financial Advisors
TCI Wealth Advisors
Rs Crum
LPL Financial
SRS Capital Advisors
Index Fund Advisors

View all funds holding Dimensional Etf Trust