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Dimensional Etf Trust shares owned by Whitener Capital Management

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

Historical chart of Whitener Capital Management investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Whitener Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $218k 4.1k 52.78

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NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
McDonald's Corporation (MCD)
Honeywell International (HON)
Visa Com Cl A (V)
Goldman Sachs (GS)
Abbvie (ABBV)
Caterpillar (CAT)
Duke Energy Corp Com New (DUK)
Exxon Mobil Corporation (XOM)

View all positions for Whitener Capital Management

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
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Northern Trust
EP Wealth Advisors
Buckingham Strategic Partners
CI Private Wealth
Envestnet Asset Management
Kestra Investment Management
Farther Finance Advisors
Raymond James Financial
Plan
Index Fund Advisors

View all funds holding Dimensional Etf Trust