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Dimensional Etf Trust shares owned by Pathstone Family Office

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 264k 5.19
2023-06-30 $1.3M 29k 46.35
2023-03-31 $508k 11k 46.66
2022-12-31 $502k 11k 46.09
2022-09-30 $501k 11k 46.00

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding Dimensional Etf Trust

Buckingham Strategic Partners
Colony
Savant Capital Management
Apella Capital
Resources Investment Advisors
Beaird Harris Wealth Management
Planning Center
Envestnet Asset Management
DiNuzzo Private Wealth
Root Financial Partners
HighTower Advisors
Phillips Financial Management
Great Waters Wealth Management
Rachor Investment Advisory Services
Rather & Kittrell

View all funds holding Dimensional Etf Trust