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Dimensional Etf Trust shares owned by Private Advisor

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) 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

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Quarterly reported holdings in Dimensional Etf Trust by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 5.5k 41.09
2025-06-30 $207k 5.4k 38.06
2024-09-30 $228k 6.4k 35.42
2024-06-30 $205k 6.1k 33.46

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Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Amazon (AMZN)
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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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View all positions for Private Advisor

Top funds holding Dimensional Etf Trust

Awm Capital
Quantum Financial Advisors
Maseco
Colony
Five Oceans Advisors
Forum Financial Management
Pathstone Holdings
Abacus Wealth Partners
Citrine Capital
LongView Asset Management
Retirement Solution
Willow Creek Wealth Management
Wealth Architects
Greenspring Advisors
Schoolcraft Capital

View all funds holding Dimensional Etf Trust