Intersect Capital »

Dimensional Etf Trust shares owned by Intersect Capital

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

Historical chart of Intersect Capital investment in Dimensional Etf Trust

Jul 2021Sep 2021Nov 2021Jan 2022Mar 2022May 2022Jul 20226M7M8M9M10M140k160k180k200k220k240k
Value ($)Share countHistorical DFAT position of Intersect Capital Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Intersect Capital 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 Intersect Capital

Quarter filed Position value Share count Share price at filing
2022-06-30 $5.9M 147k 40.22
2022-03-31 $7.6M 164k 46.58
2021-12-31 $8.8M 185k 47.52
2021-09-30 $9.3M 210k 44.40
2021-06-30 $11M 235k 44.80

More positions owned by Intersect Capital

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Crowdstrike Hldgs Cl A (CRWD)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Johnson & Johnson (JNJ)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)

View all positions for Intersect Capital

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