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Dimensional Etf Trust shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 533k 31.78
2024-06-30 $15M 500k 29.67
2024-03-31 $5.4M 177k 30.22

More positions owned by Curated Wealth Partners

Apollo Global Mgmt (APO)
Ares Management Corporation Cl A Com Stk (ARES)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Advisors Inner Circle Fd Iii Rayliant Quantmn (RAYE)
Terex Corporation (TEX)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Snap Cl A (SNAP)
Amazon (AMZN)
Berry Plastics (BERY)
NVIDIA Corporation (NVDA)
Texas Pacific Land Corp (TPL)

View all positions for Curated Wealth Partners

Top funds holding Dimensional Etf Trust

Sym Financial Corporation
Bank of America Corporation
Cable Hill Partners
Northern Trust
CI Private Wealth
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Pure Financial Advisors
Resources Investment Advisors
Root Financial Partners
Hartland & Co
Mariner Wealth Advisors
EP Wealth Advisors
Marquette Asset Management

View all funds holding Dimensional Etf Trust