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Dimensional Etf Trust shares owned by Lane & Associates

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

Historical chart of Lane & Associates investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Lane & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 133k 36.75
2023-12-31 $4.0M 118k 34.36
2023-09-30 $3.4M 106k 32.62
2023-06-30 $2.1M 64k 32.85
2023-03-31 $1.3M 41k 32.23
2022-12-31 $826k 27k 30.40

More positions owned by Lane & Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lane & Associates

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Mercer Global Advisors
Savant Capital Management
Pnc Financial Services
Jane Street
Modera Wealth Management
Creative Planning
Plan
Resource Consulting Group
CI Private Wealth
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Foster Group
Team Hewins

View all funds holding Dimensional Etf Trust