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Dimensional Etf Trust shares owned by Plan Group Financial

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Plan Group Financial from 13F filings

Historical chart of Plan Group Financial investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Plan Group Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0M 281k 24.72
2023-12-31 $5.9M 244k 24.11
2023-09-30 $9.7M 429k 22.57
2023-06-30 $13M 537k 23.71

More positions owned by Plan Group Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Acwi Etf (ACWI)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Plan Group Financial

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
FMR
UBS Group
Envestnet Asset Management
Bank of America Corporation
Mercer Global Advisors
Mariner Wealth Advisors
Cable Hill Partners
Private Ocean
CI Private Wealth
Catalyst Capital Advisors
Millburn Ridgefield
Creative Planning
Mission Wealth Management
Jane Street

View all funds holding Dimensional Etf Trust