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Dimensional Etf Trust shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $403k 12k 34.36

More positions owned by One Charles Private Wealth Services

Acv Auctions Com Cl A (ACVA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Listed Fd Tr Horizon Kinetics (INFL)
Texas Pacific Land Corp (TPL)
Vanguard Index Fds Value Etf (VTV)
Select Sector Spdr Tr Technology (XLK)
Ark Etf Tr Innovation Etf (ARKK)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Sbi Healthcare (XLV)
American Water Works (AWK)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Communication (XLC)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)

View all positions for One Charles Private Wealth Services

Top funds holding Dimensional Etf Trust

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Modera Wealth Management
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HPM Partners
Foster Group
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View all funds holding Dimensional Etf Trust