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Dimensional Etf Trust shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 135k 28.46
2024-06-30 $3.5M 126k 27.50
2024-03-31 $3.4M 129k 25.96
2023-12-31 $5.0M 199k 25.18

More positions owned by Pathstone Holdings

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)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Dimensional Etf Trust

Asset Dedication
Comprehensive Portfolio Management
HighTower Advisors
True Wealth Design
Marquette Asset Management
Beacon Pointe Advisors
Raymond James Financial Services Advisors
Sensible Money
Evanson Asset Management
Janney Montgomery Scott
Eqis Capital Management
Burns Wealth Management
Root Financial Partners
Family Investment Center
Opes Wealth Management

View all funds holding Dimensional Etf Trust