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Dimensional Etf Trust shares owned by Atlantic Private Wealth

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Atlantic Private Wealth from 13F filings

Historical chart of Atlantic Private Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $46k 1.4k 32.56
2025-09-30 $45k 1.4k 31.52
2025-06-30 $41k 1.4k 28.94

More positions owned by Atlantic Private Wealth

Spdr S&p500 Etf Etf (SPY)
Vanguard Idx Fund Etf (VTI)
Vanguard Total Etf (VXUS)
iShares iBonds Dec 2034 Term Treasury ETF Etf (IBTP)
Vanguard Extended Etf (VXF)
iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG)
Vanguard World Etf (ESGV)
iShares iBonds Dec 2032 Term Treasury ETF Etf (IBTM)
Ishares Ibonds Dec 2027 Term T (IBTH)
iShares TR Esg Awr Etf (EAGG)
iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
Vanguard Intl Equity Etf (VEU)
Select Sector SPDR Etf (XLE)
iShares S&P 500 Etf (IVV)

View all positions for Atlantic Private Wealth

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
FMR
UBS Group
Coldstream Capital Management
Mariner Wealth Advisors
Foster Group
Factory Mutual Insurance Company
Root Financial Partners
Vise Technologies
Sontag Advisory
Washington Trust Bank
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Colony

View all funds holding Dimensional Etf Trust