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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
2024-03-31 $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)
American Centy Etf Tr Multisector (MUSI)
Pacer Fds Tr Pacer Us Small (CALF)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Amazon (AMZN)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Visa Com Cl A (V)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amgen (AMGN)

View all positions for Legacy CG

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