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Dimensional Etf Trust shares owned by Catalyst Private Wealth

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

Historical chart of Catalyst Private Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Catalyst 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 Catalyst Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 205k 24.72
2023-12-31 $3.6M 151k 24.11
2023-09-30 $4.1M 182k 22.57
2023-06-30 $4.0M 168k 23.46
2023-03-31 $4.0M 172k 23.02
2022-12-31 $3.5M 161k 21.95

More positions owned by Catalyst Private Wealth

Atlassian Corporation Cl A (TEAM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Doordash Cl A (DASH)
Affirm Hldgs Com Cl A (AFRM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Growth Etf (VUG)
Samsara Com Cl A (IOT)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Catalyst Private Wealth

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
UBS Group
Mercer Global Advisors
Bank of America Corporation
Mariner Wealth Advisors
Cable Hill Partners
Private Ocean
CI Private Wealth
Catalyst Capital Advisors
Millburn Ridgefield
Creative Planning
Falcon Wealth Planning
True Link Financial Advisors
Mission Wealth Management
Evoke Wealth

View all funds holding Dimensional Etf Trust