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Dimensional Etf Trust shares owned by North Berkeley Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) shares owned by North Berkeley Wealth Management from 13F filings

Historical chart of North Berkeley Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by North Berkeley 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 North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8M 167k 22.90

More positions owned by North Berkeley Wealth Management

Schwab Strategic Tr Government Money (SGVT)
Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for North Berkeley Wealth Management

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Burton Enright Welch
Sequoia Financial Advisors
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View all funds holding Dimensional Etf Trust