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Dimensional Etf Trust shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGX) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 42k 54.11
2024-03-31 $1.8M 34k 53.01
2023-12-31 $1.9M 37k 52.38

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Total (IXUS)

View all positions for Orion Portfolio Solutions

Top funds holding Dimensional Etf Trust

Planning Center
Hill Investment Group Partners
Alpha Financial Advisors
HighTower Advisors
Assetmark
Mattern Wealth Management
Yardley Wealth Management
Vestmark Advisory Solutions
Envestnet Asset Management
PrairieView Partners
Jane Street
Bank of America Corporation
DiNuzzo Private Wealth
Commonwealth Equity Services
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

View all funds holding Dimensional Etf Trust