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Dimensional Etf Trust shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.8M 53k 54.02
2026-03-31 $2.6M 50k 52.78
2025-12-31 $2.5M 49k 49.90

More positions owned by Joel Isaacson & Co

Spdr Series Trust St Str Sp Div (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p Mc 400gr Etf (IJK)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
EP Wealth Advisors
Northern Trust
Buckingham Strategic Partners
Envestnet Asset Management
Farther Finance Advisors
Raymond James Financial
Bank of America Corporation
Plan
HPM Partners
Index Fund Advisors

View all funds holding Dimensional Etf Trust