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Dimensional Etf Trust shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by CI 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $19M 776k 24.42
2023-09-30 $19M 826k 22.72
2023-06-30 $17M 738k 23.31
2023-03-31 $17M 740k 23.06
2022-12-31 $16M 734k 21.59

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
UnitedHealth (UNH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)

View all positions for CI Private Wealth

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Geometric Wealth Advisors
Commonwealth Equity Services
Monograph Wealth Advisors
RFG Advisory
UBS Group
Plan
Alerus Financial
JFS Wealth Advisors
Hanson McClain Advisors
Assetmark
Pathstone Holdings
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Great Waters Wealth Management
Evanson Asset Management

View all funds holding Dimensional Etf Trust