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Dimensional Etf Trust shares owned by Keel Point

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Keel Point from 13F filings

Historical chart of Keel Point investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Keel Point consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Keel Point

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 39k 31.78
2024-06-30 $1.3M 44k 29.95
2024-03-31 $444k 15k 30.22

More positions owned by Keel Point

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Netflix (NFLX)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Keel Point

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
UBS Group
Wiley Bros.-aintree Capital
Resources Investment Advisors
Root Financial Partners
Hartland & Co
Mariner Wealth Advisors

View all funds holding Dimensional Etf Trust