Wellington Wealth Strategies, LLC. / DFSB
Wellington Wealth Strategies, LLC.’s Dimensional Etf Trust Position
Does Wellington Wealth Strategies, LLC. own Dimensional Etf Trust (DFSB)? Not currently — the last reported position was 3.2K shares worth $418,330 in Q2 2024; the fund’s latest 13F (Q4 2024) no longer reports it.
Position Value
$418,330
Q2 2024
Shares
3.2K
% of Portfolio
+1.75%
Quarters Held
1
position exited
Position History DFSB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2024 | 3.2K | $418,330 | +1.75% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of DFSB.