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Dimensional Etf Trust shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 27k 65.08
2024-09-30 $2.2M 34k 64.86
2024-06-30 $2.2M 37k 60.08
2024-03-31 $3.2M 51k 62.34
2023-12-31 $3.0M 50k 59.62
2023-09-30 $2.9M 55k 52.49
2023-06-30 $2.9M 52k 54.80
2023-03-31 $3.0M 56k 52.70
2022-12-31 $2.7M 52k 51.15

More positions owned by Gladstone Institutional Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Purecycle Technologies (PCT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Meta Platforms Cl A (META)

View all positions for Gladstone Institutional Advisory

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Index Fund Advisors
Bank of America Corporation
Colony
Pure Financial Advisors
Alaska Permanent Fund Corp
TCI Wealth Advisors
Envestnet Asset Management
Financial Counselors
Plan
Savant Capital Management
Massmutual Trust
Evanson Asset Management
First Command Advisory Services

View all funds holding Dimensional Etf Trust