Hart & Patterson Financial Group »

Dimensional Etf Trust shares owned by Hart & Patterson Financial Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSB) shares owned by Hart & Patterson Financial Group from 13F filings

Historical chart of Hart & Patterson Financial Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Hart & Patterson Financial Group 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 Hart & Patterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $539k 11k 50.94
2024-09-30 $505k 9.5k 53.17
2024-06-30 $491k 9.6k 51.10
2024-03-31 $501k 9.7k 51.78
2023-12-31 $275k 5.3k 51.90

More positions owned by Hart & Patterson Financial Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Spdr Ser Tr Portfli High Yld (SPHY)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Hart & Patterson Financial Group

Top funds holding Dimensional Etf Trust

Abacus Wealth Partners
Maseco
Mercer Global Advisors
Quantum Financial Advisors
Blue Oak Capital
Miracle Mile Advisors
Sei Investments
Seeds Investor
Momentous Wealth Management
Parkshore Wealth Management
Planning Center
Citrine Capital
CI Private Wealth
Jane Street
Apella Capital

View all funds holding Dimensional Etf Trust