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Dimensional Etf Trust shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.6M 100k 25.64
2024-06-30 $2.0M 90k 22.11
2024-03-31 $2.8M 123k 22.37
2023-12-31 $3.0M 131k 22.74

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Dimensional Etf Trust

Vista Wealth Management Group
HighTower Advisors
Elwood & Goetz Wealth Advisory Group
Beaird Harris Wealth Management
RAM Investment Partners
Moisand Fitzgerald Tamayo
Savant Capital Management
Root Financial Partners
Rather & Kittrell
Great Oak Capital Partners
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Brown Financial Advisory
Bridgewater Advisors
Burns Wealth Management
Phillips Financial Management

View all funds holding Dimensional Etf Trust