Legacy CG »

Dimensional Etf Trust shares owned by Legacy CG

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

Historical chart of Legacy CG investment in Dimensional Etf Trust

Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 20250.8M1M1.2M1.4M1.6M1.8M20k30k40k50k
Value ($)Share countHistorical DFIV position of Legacy CG Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Legacy CG 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 Legacy CG

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 49k 35.48
2024-09-30 $840k 22k 38.08
2024-06-30 $798k 22k 35.94
2024-03-31 $1.3M 35k 36.75
2023-12-31 $1.2M 35k 34.36

More positions owned by Legacy CG

Principal Exchange Traded Us Mega Cp Etf (USMC)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Innovator Etfs Trust Equity Def Pro 2 (AOCT)
First Tr Exchange-traded Buywrit Incm Etf (FTHI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Doubleline Etf Trust Mortgage Etf (DMBS)
Principal Exchange Traded Prin U S Small (PSC)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ea Series Trust Argent Mid Cap (AMID)
Amazon (AMZN)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)

View all positions for Legacy CG

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Colony
Savant Capital Management
Pnc Financial Services
Northern Trust
Macquarie Group
Buckingham Strategic Partners
Index Fund Advisors
Creative Planning
Foster Group
HighTower Advisors
CI Private Wealth
Raymond James Financial
Plan

View all funds holding Dimensional Etf Trust