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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

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All positions including Dimensional Etf Trust held by Legacy CG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Legacy CG

Quarter filed Position value Share count Share price at filing
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)
First Tr Exchange-traded Buywrit Incm Etf (FTHI)
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)
Doubleline Etf Trust Mortgage Etf (DMBS)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Harbor Etf Trust Internatnal Comp (OSEA)
Principal Exchange Traded Prin U S Small (PSC)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Alphabet Cap Stk Cl C (GOOG)
Oracle Corporation (ORCL)
Ea Series Trust Argent Mid Cap (AMID)

View all positions for Legacy CG

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust