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Dimensional Etf Trust shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 57k 36.75
2023-12-31 $2.0M 60k 33.55
2023-09-30 $1.8M 56k 31.38
2023-06-30 $1.1M 35k 32.85
2023-03-31 $1.0M 32k 32.23
2022-12-31 $923k 30k 30.40

More positions owned by Breakwater Capital Group

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Faln Angls Usd (FALN)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Mercer Global Advisors
Savant Capital Management
Pnc Financial Services
Jane Street
HighTower Advisors
Modera Wealth Management
Creative Planning
Plan
Resource Consulting Group
CI Private Wealth
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Foster Group

View all funds holding Dimensional Etf Trust