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Dimensional Etf Trust shares owned by Catalyst Private Wealth

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

Historical chart of Catalyst Private Wealth investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Catalyst Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 100k 36.54
2023-12-31 $3.2M 95k 33.25
2023-09-30 $2.7M 89k 29.95
2023-06-30 $3.5M 113k 30.99
2023-03-31 $4.9M 169k 28.77
2022-12-31 $4.3M 160k 27.02

More positions owned by Catalyst Private Wealth

Atlassian Corporation Cl A (TEAM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Doordash Cl A (DASH)
Affirm Hldgs Com Cl A (AFRM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Growth Etf (VUG)
Samsara Com Cl A (IOT)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Catalyst Private Wealth

Top funds holding Dimensional Etf Trust

Modera Wealth Management
Sequoia Financial Advisors
Aquire Wealth Advisors
Blankinship & Foster
Kooman & Associates
Hanson McClain Advisors
AE Wealth Management
Spinnaker Investment Group
Buckingham Asset Management
Arista Wealth Management
Billeaud Capital Management
Wealth Enhancement Advisory Services
Betterment
RVW Wealth
Evoke Wealth

View all funds holding Dimensional Etf Trust