Private Advisor »

Dimensional Etf Trust shares owned by Private Advisor

Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 45k 30.81
2024-06-30 $1.2M 41k 28.91
2024-03-31 $1.0M 34k 29.99
2023-12-31 $717k 27k 27.05
2023-09-30 $289k 12k 24.81

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

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