BT Wealth Management »

Dimensional Etf Trust shares owned by BT Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by BT Wealth Management from 13F filings

Historical chart of BT Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by BT 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 by BT Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $411k 10k 40.73
2021-12-31 $519k 10k 51.73
2021-09-30 $471k 10k 47.14
2021-06-30 $470k 10k 47.17

More positions owned by BT Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Us Sml Cp Value (SVAL)
Ishares Tr Blackrock Ultra (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Home Depot (HD)
Ishares Tr Russell 2000 Etf (IWM)
Accenture Plc Ireland Shs Class A (ACN)

View all positions for BT Wealth Management

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Index Fund Advisors
Plan
Envestnet Asset Management
Mercer Global Advisors
Sax Wealth Advisors
Ml & R Wealth Management
TCI Wealth Advisors
Great Waters Wealth Management
Creative Planning
Intelligence Driven Advisers
Zhang Financial
CI Private Wealth
G2 Capital Management, Llc / Oh
Sequoia Financial Advisors

View all funds holding Dimensional Etf Trust