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Dimensional Etf Trust shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 70k 39.69
2024-06-30 $2.1M 56k 37.49
2024-03-31 $615k 17k 36.54
2023-12-31 $516k 16k 33.25

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Wisdomtree Tr Us Qtly Div Grt (DGRW)
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Ishares Tr 0-5yr Invt Gr Cp (SLQD)
JPMorgan Chase & Co. (JPM)
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Meta Platforms Cl A (META)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial Group

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
Modera Wealth Management
Aquire Wealth Advisors
Hanson McClain Advisors
Kooman & Associates
Resources Investment Advisors
Spinnaker Investment Group
Arista Wealth Management
AE Wealth Management
Meridian Wealth Partners
Colony
Buckingham Asset Management
Evoke Wealth
Billeaud Capital Management
HB Wealth Management

View all funds holding Dimensional Etf Trust