Breakwater Investment Management »

Dimensional Etf Trust shares owned by Breakwater Investment Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Breakwater Investment Management from 13F filings

Historical chart of Breakwater Investment Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Breakwater Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7k 145 46.23
2025-06-30 $6.2k 145 42.93
2025-03-31 $5.7k 145 39.46

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Breakwater Investment Management

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust