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Dimensional Etf Trust shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 372k 38.10
2024-06-30 $13M 372k 35.94
2024-03-31 $14M 372k 36.75
2023-12-31 $13M 387k 34.36

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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