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Dimensional Etf Trust shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGR) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 86k 28.86
2024-03-31 $1.1M 44k 25.53
2023-12-31 $1.1M 40k 25.98
2023-06-30 $658k 27k 24.39
2023-03-31 $515k 21k 24.55

More positions owned by Forum Private Client Group

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)
Eli Lilly & Co. (LLY)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Forum Private Client Group

Top funds holding Dimensional Etf Trust

Forum Financial Management
Savant Capital Management
JMG Financial Group
Colony
Sontag Advisory
CI Private Wealth
Brighton Jones
DiNuzzo Private Wealth
TCI Wealth Advisors
Wescott Financial Advisory Group
Buckingham Strategic Partners
Quantum Financial Advisors
Rs Crum
Summit Financial Strategies
Index Fund Advisors

View all funds holding Dimensional Etf Trust