Gentry Private Wealth »

Dimensional Etf Trust shares owned by Gentry Private Wealth

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

Historical chart of Gentry Private Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Gentry Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $235k 4.2k 55.63
2024-06-30 $219k 4.2k 51.86

More positions owned by Gentry Private Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Spdr Ser Tr Portfolio Intrmd (SPIB)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Nyse Tech Etf (XNTK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
RBB Us Treasry 12 Mt (OBIL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
RBB Us Trsry 6 Mnth (XBIL)

View all positions for Gentry Private Wealth

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust