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Dimensional Etf Trust shares owned by Castle Wealth Management

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

Historical chart of Castle Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 87k 46.12
2022-09-30 $60k 2.3k 25.70
2022-06-30 $188k 6.5k 28.95

More positions owned by Castle Wealth Management

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Floating Rate (TFLR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Wisdomtree Tr Equity Premium (WTPI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Putnam Etf Trust Emerging Markets (PEMX)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Global X Fds Us Infr Dev Etf (PAVE)
Apple (AAPL)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Gold Tr Shares Represent (IAUM)
Microsoft Corporation (MSFT)

View all positions for Castle Wealth 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
EP Wealth Advisors
Creative Planning
HighTower Advisors
Plan
Foster Group

View all funds holding Dimensional Etf Trust