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Dimensional Etf Trust shares owned by Total Wealth Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGR) shares owned by Total Wealth Planning from 13F filings

Historical chart of Total Wealth Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.0M 312k 25.53
2023-12-31 $6.6M 254k 25.98
2023-09-30 $4.4M 195k 22.41
2023-06-30 $3.0M 124k 24.39
2023-03-31 $718k 29k 24.55

More positions owned by Total Wealth Planning

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Gl Clean Ene Etf (ICLN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Total Wealth Planning

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