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Dimensional Etf Trust shares owned by Life Planning Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Life Planning Partners from 13F filings

Historical chart of Life Planning Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Life Planning Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 21k 56.98
2023-12-31 $943k 18k 51.83
2022-09-30 $725k 19k 38.82
2022-06-30 $763k 19k 40.86
2022-03-31 $920k 19k 49.26
2021-12-31 $964k 19k 51.62

More positions owned by Life Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)

View all positions for Life Planning Partners

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