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Dimensional Etf Trust shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 383k 30.22
2023-12-31 $11M 385k 28.64
2023-09-30 $11M 415k 26.11
2023-06-30 $11M 410k 27.32
2023-03-31 $11M 412k 26.95

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

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
Mariner Wealth Advisors
Evoke Wealth
Private Ocean
Root Financial Partners
Zhang Financial

View all funds holding Dimensional Etf Trust