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Dimensional Etf Trust shares owned by Fortitude Family Office

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

Historical chart of Fortitude Family Office investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.6M 66k 55.66
2024-09-30 $2.9M 52k 55.63
2024-06-30 $2.5M 48k 51.87
2024-03-31 $1.8M 34k 54.43
2023-12-31 $1.1M 22k 52.33

More positions owned by Fortitude Family Office

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Vanguard Mid-cap Etf Etf (VO)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Tips Bond Etf Etf (TIP)
Dimensional Inflation-protected Securities Etf Etf (DFIP)
Avantis International Small Cap Value Etf Etf (AVDV)
Kkr & Co Stock (KKR)

View all positions for Fortitude Family Office

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
Wealth Enhancement Advisory Services
Asset Dedication
EP Wealth Advisors
HighTower Advisors
Willow Creek Wealth Management
Envestnet Asset Management

View all funds holding Dimensional Etf Trust