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Dimensional Etf Trust shares owned by Perennial Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Perennial Investment Advisors from 13F filings

Historical chart of Perennial Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $475k 13k 36.35
2025-06-30 $216k 6.3k 34.57

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Microsoft Corporation Call Option (MSFT)
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View all positions for Perennial Investment Advisors

Top funds holding Dimensional Etf Trust

Prudential Financial
Coldstream Capital Management
Envestnet Asset Management
Wiley Bros.-aintree Capital
Sym Financial Corporation
SRS Capital Advisors
Northern Trust
Royal Bank of Canada
UBS Group
Root Financial Partners
Moisand Fitzgerald Tamayo
Mariner Wealth Advisors
Pure Financial Advisors
LPL Financial
Resources Investment Advisors

View all funds holding Dimensional Etf Trust