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Dimensional Etf Trust shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 92k 38.08
2024-06-30 $3.7M 103k 35.94
2024-03-31 $3.6M 98k 36.75
2022-03-31 $382k 11k 33.45

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust