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Dimensional Etf Trust shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.7M 212k 40.95
2025-06-30 $8.1M 206k 39.41
2025-03-31 $7.0M 201k 34.89
2024-12-31 $6.5M 198k 32.85

More positions owned by Balanced Rock Investment Advisors

Dimensional Etf Trust International (DFSI)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Esg Eafe Etf (DMXF)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Emerging Markets (DFSE)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)

View all positions for Balanced Rock Investment Advisors

Top funds holding Dimensional Etf Trust

Colony
Maseco
Quantum Financial Advisors
Awm Capital
Francis Financial
Abacus Wealth Partners
Pathstone Holdings
LongView Asset Management
Retirement Solution
Citrine Capital
Five Oceans Advisors
Forum Financial Management
Willow Creek Wealth Management
Balanced Rock Investment Advisors
Planning Center

View all funds holding Dimensional Etf Trust