Castleview Partners »

Dimensional Etf Trust shares owned by Castleview Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Castleview Partners 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 Castleview Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 5.1k 46.12

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Apple (AAPL)
Advisor Managed Portfolios Regan Fixed Rate (MBSX)
ConocoPhillips (COP)
Home Depot (HD)
Managed Portfolio Series Leuthold Select (LST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Bristol Myers Squibb (BMY)
Amgen (AMGN)
Fidelity Covington Trust High Divid Etf (FDVV)
Proshares Tr Pshs Ultra Qqq (QLD)
Vaneck Merk Gold Etf Gold Shs (OUNZ)

View all positions for Castleview Partners

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