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Dimensional Etf Trust shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.1M 213k 24.11
2023-06-30 $4.3M 182k 23.46
2023-03-31 $3.7M 159k 23.02
2022-12-31 $3.1M 140k 21.95
2022-09-30 $2.6M 130k 20.09
2022-06-30 $2.6M 112k 23.16
2022-03-31 $2.1M 81k 26.24

More positions owned by Forum Private Client Group

Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Eli Lilly & Co. (LLY)

View all positions for Forum Private Client Group

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