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Dimensional Etf Trust shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 206k 27.41
2024-06-30 $5.4M 209k 25.87
2024-03-31 $5.3M 214k 24.72
2023-12-31 $5.2M 215k 24.11
2023-09-30 $5.0M 221k 22.57
2023-06-30 $5.2M 221k 23.46
2023-03-31 $5.0M 217k 23.02

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard US Total Stock Market Etf (VTI)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE Developed Market Etf (VEA)
iShares Core S&P S/C ETF Etf (IJR)
JPMorgan Equity Premium ETF Etf (JEPI)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
Bank of America Corporation
Foster Group
Mariner Wealth Advisors
Factory Mutual Insurance Company
Mercer Global Advisors
Cable Hill Partners
Envestnet Asset Management
Sontag Advisory
Private Ocean
CI Private Wealth
Millburn Ridgefield
Creative Planning
Catalyst Capital Advisors

View all funds holding Dimensional Etf Trust