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Dimensional Etf Trust shares owned by Panoramic Investment Advisors

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

Historical chart of Panoramic Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 107k 32.90
2025-06-30 $2.8M 89k 31.02
2025-03-31 $2.7M 87k 30.57
2024-12-31 $2.4M 79k 30.03
2024-09-30 $2.0M 64k 30.81

More positions owned by Panoramic Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Ultra Short Dur (ICSH)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Whitehall Fds High Div Yld (VYM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Panoramic Investment Advisors

Top funds holding Dimensional Etf Trust

Savant Capital Management
EP Wealth Advisors
CI Private Wealth
Coldstream Capital Management
Foster Group
Truepoint
Mosaic Family Wealth Partners
Pathstone Holdings
HighTower Advisors
Cetera Investment Advisers
Summit Financial Strategies
Root Financial Partners
Beacon Pointe Advisors
DiNuzzo Private Wealth
H D Vest Advisory Services

View all funds holding Dimensional Etf Trust