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Dimensional Etf Trust shares owned by Pathstone Family Office

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.5M 147k 23.67
2023-06-30 $14M 580k 24.37
2023-03-31 $22M 959k 23.38
2022-12-31 $19M 853k 22.61

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding Dimensional Etf Trust

Asset Dedication
Comprehensive Portfolio Management
Jones Financial Companies, L.L
HighTower Advisors
Raymond James Financial
FMR
Sensible Money
True Wealth Design
Burns Wealth Management
Marquette Asset Management
Beacon Pointe Advisors
Evanson Asset Management
Janney Montgomery Scott
Cambridge Financial Group
Eagle Wealth Strategies

View all funds holding Dimensional Etf Trust