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Dimensional Etf Trust shares owned by Ellis Investment Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Ellis Investment Partners from 13F filings

Historical chart of Ellis Investment Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Ellis Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Ellis Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $798k 25k 31.53
2025-06-30 $724k 25k 28.95
2025-03-31 $638k 25k 25.89

More positions owned by Ellis Investment Partners

Vanguard Index Fds Growth Etf (VUG)
Cohen & Steers REIT/P (RNP)
Ishares Tr Select Divid Etf (DVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Ellis Investment Partners

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust