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Dimensional Etf Trust shares owned by Penobscot Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) shares owned by Penobscot Wealth Management from 13F filings

Historical chart of Penobscot Wealth Management investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Penobscot Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Penobscot Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 7.6k 40.95
2025-06-30 $297k 7.5k 39.41
2025-03-31 $224k 6.4k 34.89

More positions owned by Penobscot Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard World Financials Etf (VFH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Penobscot Wealth Management

Top funds holding Dimensional Etf Trust

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Abacus Wealth Partners
Pathstone Holdings
LongView Asset Management
Retirement Solution
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Willow Creek Wealth Management
Balanced Rock Investment Advisors
Planning Center

View all funds holding Dimensional Etf Trust