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Dimensional Etf Trust shares owned by JPL Wealth Management

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

Historical chart of JPL Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 64k 29.67
2024-03-31 $1.7M 55k 30.22

More positions owned by JPL Wealth Management

Apple (AAPL)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Mcp Etf (IJH)
Chevron Corporation (CVX)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Thomson Reuters Corp. (TRI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Caterpillar (CAT)

View all positions for JPL Wealth Management

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