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Dimensional Etf Trust shares owned by Private Ocean

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

Historical chart of Private Ocean investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $55M 2.2M 24.99
2024-03-31 $52M 2.0M 25.53
2023-12-31 $48M 1.9M 25.98
2023-09-30 $28M 1.2M 22.41
2023-06-30 $18M 724k 24.39
2023-03-31 $2.9M 120k 24.55

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding Dimensional Etf Trust

Forum Financial Management
Savant Capital Management
JMG Financial Group
Colony
Buckingham Asset Management
Private Ocean
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

View all funds holding Dimensional Etf Trust