Altfest L J & Co »

Dimensional Etf Trust shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 6.8k 46.12
2025-06-30 $258k 6.0k 42.83

More positions owned by Altfest L J & Co

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
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Ishares Tr 0-5 Yr Tips Etf (STIP)
Matthews Asia Fds Asia Innov Activ (MINV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Apple (AAPL)
First Tr Exchange-traded No Amer Energy (EMLP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Angel Oak Funds Trust Mortgage Backed (MBS)

View all positions for Altfest L J & Co

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
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Colony
Savant Capital Management
Northern Trust
Buckingham Strategic Partners
Envestnet Asset Management
Index Fund Advisors
Raymond James Financial
EP Wealth Advisors
Creative Planning
HighTower Advisors
Plan
Foster Group

View all funds holding Dimensional Etf Trust