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Dimensional Etf Trust shares owned by Atlas Private Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Atlas Private Wealth Advisors from 13F filings

Historical chart of Atlas Private Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $281k 5.6k 49.90
2025-09-30 $252k 5.5k 46.12
2025-06-30 $340k 7.9k 42.84

More positions owned by Atlas Private Wealth Advisors

Spdr Series Trust State Street Spd (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust State Street Spd (SPSM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core Div Grwth (DGRO)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Atlas Private Wealth Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust