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Dimensional Etf Trust shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.1M 278k 29.08
2023-12-31 $6.5M 243k 26.96
2023-09-30 $5.1M 214k 23.77
2023-06-30 $5.2M 200k 26.12
2023-03-31 $3.2M 127k 24.79
2022-12-31 $2.4M 91k 26.14

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding Dimensional Etf Trust

Pathstone Holdings
CI Private Wealth
Mosaic Family Wealth Partners
EP Wealth Advisors
DiNuzzo Private Wealth
Truepoint
Cable Hill Partners
WPWealth
Regal Wealth Group
Mather Group
Team Hewins
Great Oak Capital Partners
Wealth Enhancement Advisory Services
Phillips Financial Management
Beacon Pointe Advisors

View all funds holding Dimensional Etf Trust