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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
2024-12-31 $2.4M 79k 30.03
2024-09-30 $2.0M 64k 30.81

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Panoramic Investment Advisors

Top funds holding Dimensional Etf Trust

CI Private Wealth
Savant Capital Management
EP Wealth Advisors
Pathstone Holdings
Foster Group
Mosaic Family Wealth Partners
Truepoint
DiNuzzo Private Wealth
Summit Financial Strategies
Cable Hill Partners
WPWealth
HighTower Advisors
Resources Investment Advisors
Goss Wealth Management
EnRich Financial Partners

View all funds holding Dimensional Etf Trust