Invst »

Dimensional Etf Trust shares owned by Invst

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

Historical chart of Invst investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Invst 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 Invst

Quarter filed Position value Share count Share price at filing
2025-06-30 $15M 340k 42.83
2025-03-31 $18M 453k 39.36
2024-06-30 $20M 559k 36.10
2023-09-30 $25M 764k 32.62

More positions owned by Invst

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Tips Bd Etf (TIP)
Ea Series Trust Freedom 100 Em (FRDM)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Invst

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