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Dimensional Etf Trust shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 43k 32.07
2025-06-30 $1.0M 34k 29.68

More positions owned by Breakwater Capital Group

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Intl Qualty (IQLT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Faln Angls Usd (FALN)

View all positions for Breakwater Capital Group

Top funds holding Dimensional Etf Trust

Forum Financial Management
Colony
Buckingham Strategic Partners
CI Private Wealth
Sequoia Financial Advisors
Truepoint
HighTower Advisors
Parcion Private Wealth
Savant Capital Management
Asset Dedication
Evensky & Katz
JMG Financial Group
Maseco
RW Investment Management
LPL Financial

View all funds holding Dimensional Etf Trust