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Dimensional Etf Trust shares owned by Addison Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSU) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Addison Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 57k 34.41
2023-12-31 $1.6M 51k 31.13
2023-09-30 $379k 14k 27.75

More positions owned by Addison Advisors

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Value (VLUE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Us Sml Cap Eqt (SMLF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Ishares Tr U S Equity Factr (LRGF)

View all positions for Addison Advisors

Top funds holding Dimensional Etf Trust

Retirement Solution
Quantum Financial Advisors
Awm Capital
Merriman Wealth Management
Abacus Wealth Partners
Vista Wealth Management Group
Gibson Capital
Forum Financial Management
Wealth Enhancement Advisory Services
New Capital Management
Buckingham Strategic Partners
Heritage Financial Services
Pathstone Holdings
CI Private Wealth
Planning Center

View all funds holding Dimensional Etf Trust