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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
2024-03-31 $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)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

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
Mission Wealth Management
Falcon Wealth Planning
True Link Financial Advisors
Evoke Wealth

View all funds holding Dimensional Etf Trust