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Dimensional Etf Trust shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-03-31 $984k 39k 25.49
2023-12-31 $926k 37k 24.96
2023-09-30 $551k 24k 23.31

More positions owned by Patriot Financial Group Insurance Agency

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Patriot Financial Group Insurance Agency

Top funds holding Dimensional Etf Trust

Forum Financial Management
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Evensky & Katz
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Total Wealth Planning
Miramar Fiduciary Corp
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View all funds holding Dimensional Etf Trust