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Relaxing Retirement Coach Q4 2022 vs. Q1 2023 13F Holdings Comparison

Ava Hoppe | 2 May, 2023

As the world enters into more uncertain times, people are becoming increasingly concerned about their retirement plans. Whether you're still in the workforce, preparing to retire, or already retired, monitoring your investments is critical. One popular investment option for retirement is the Dimensional ETF Trust, and in this article, we'll explore the Q4 2022 vs. Q1 2023 13F holdings comparison of this fund.

First, a brief overview of the fund. The Dimensional ETF Trust is an exchange-traded fund or ETF that tracks specific indexes. It provides investors with exposure to various asset classes, including US and international stocks, emerging markets, and currencies. The fund is also well-diversified, meaning that it invests in many different stocks across many sectors.

Now, let's dive into the data in the CSV. The fund's issuer name is DIMENSIONAL ETF TRUST, and it has holdings of various options. Looking at the Q4 2022 and Q1 2023 columns, we can see that the overall trend is towards growth. The fund is acquiring more shares and increasing its value in all its holdings, with the exception of a few.

DFUS, DFIC, DFAS, and DFEM are all holdings where the fund increased its shares by over eight percent. DFAS and DFEV are both growing at an almost similar rate. Meanwhile, DFAR and DFLV increased their holdings by over 15 percent and 272.6 percent, respectively. DFAI and IJOV, however, experienced a decline in holdings by 27.7 percent and 2.5 percent, respectively.

Further analysis shows that the fund's massive growth came from its acquisition of SCHX, which increased its shares by 15.3 percent. Other holdings like SCHM, SCHG, and SCHA experienced moderate growth. While the fund experienced a -4.6 percent drop in VTWV, it only lost a meager -0.2 percent on VWO.

Moreover, the fund acquired holdings in PJAN, SUB, FNDA, and RCS, with shares ranging from 9924 to 10952. The least share is from AEP and SCHO, which were both pegged at zero in the Q1 2023 reports.

In terms of the individual companies within the fund's holdings, some noteworthy acquisitions include Procter and Gamble, Abbott Labs & Lilly Eli & Co, which were all pegged at 8202 shares each. Meanwhile, Travelers Companies and Moody's Corp reached near-parity with 1600 and 1088 shares, respectively.

As you can see, the fund is invested in various markets, performing well in some areas and falling back in others. However, this shift in holdings is a normal occurrence as the fund adjusts to the market. The overall growth of the fund is encouraging, especially when one considers the current state of the market as a whole.

In conclusion, the Dimensional ETF Trust's Q4 2022 vs. Q1 2023 report shows a steady shift towards growth. Most of the holdings increased their shares, while the fund acquired holdings in four other companies. This growth indicates a promising future for the fund and for those invested in it.

If you're interested in investing in the Dimensional ETF Trust or monitoring your current holdings, take the time to keep up with these reports. Staying informed will help you make the best decisions about your financial future.

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