Forum Private Client Group »

Dimensional Etf Trust shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) 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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 $10M 348k 28.64
2023-06-30 $6.3M 232k 27.32
2023-03-31 $4.8M 177k 26.95
2022-12-31 $4.2M 168k 25.04
2022-09-30 $2.9M 137k 21.57
2022-06-30 $2.5M 104k 24.14
2022-03-31 $2.3M 82k 28.14

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

Sym Financial Corporation
Cable Hill Partners
Bank of America Corporation
CI Private Wealth
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Marquette Asset Management
LVZ Advisors
Wilbanks Smith & Thomas Asset Management
RVW Wealth
Commonwealth Equity Services
Mariner Wealth Advisors
Evoke Wealth
Private Ocean
Root Financial Partners

View all funds holding Dimensional Etf Trust