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Dimensional Etf Trust shares owned by Pallas Capital Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Pallas Capital Advisors from 13F filings

Historical chart of Pallas Capital Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Pallas Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Pallas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.8M 213k 36.75
2023-12-31 $6.8M 198k 34.36
2023-09-30 $11M 336k 31.12
2023-06-30 $11M 318k 33.63
2023-03-31 $608k 18k 33.40

More positions owned by Pallas Capital Advisors

Bruker Corporation (BRKR)
Global Partners Com Units (GLP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Principal Exchange Traded Spectrum Pfd (PREF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Broadcom (AVGO)

View all positions for Pallas Capital Advisors

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