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Dimensional Etf Trust shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.5M 166k 33.08
2024-09-30 $3.9M 111k 35.42
2024-06-30 $2.7M 81k 33.46
2024-03-31 $1.9M 60k 32.20
2023-12-31 $1.9M 60k 31.63

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)

View all positions for Pathstone Holdings

Top funds holding Dimensional Etf Trust

Awm Capital
Quantum Financial Advisors
Abacus Wealth Partners
Forum Financial Management
Five Oceans Advisors
Merriman Wealth Management
Citrine Capital
Retirement Solution
Vista Wealth Management Group
Pathstone Holdings
Greenspring Advisors
Willow Creek Wealth Management
Francis Financial
Savant Capital Management
Elser Financial Planning

View all funds holding Dimensional Etf Trust