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Dimensional Etf Trust shares owned by Berkeley

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Berkeley from 13F filings

Historical chart of Berkeley investment in Dimensional Etf Trust

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20252M3M4M40k60k80k
Value ($)Share countHistorical DFAT position of Berkeley Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Dimensional Etf Trust by Berkeley

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 32k 55.66
2024-09-30 $2.0M 36k 55.63
2024-06-30 $2.1M 40k 51.87
2024-03-31 $4.5M 82k 54.43
2023-12-31 $3.8M 73k 52.33

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NVR (NVR)
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Etf Ser Solutions Distillate Smlmd (DSMC)
Mastercard Incorporated Cl A (MA)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ross Stores (ROST)
Ulta Salon, Cosmetics & Fragrance (ULTA)

View all positions for Berkeley

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Buckingham Strategic Partners
Pure Financial Advisors
Jackson Thornton Asset Management
CI Private Wealth
Asset Dedication
EP Wealth Advisors
Wealth Enhancement Advisory Services
HighTower Advisors
Willow Creek Wealth Management
Envestnet Asset Management

View all funds holding Dimensional Etf Trust