Perigon Wealth Management »

Dimensional Etf Trust shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 77k 35.74
2024-06-30 $2.5M 77k 32.94
2024-03-31 $1.6M 48k 33.67
2023-12-31 $1.5M 48k 32.03

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding Dimensional Etf Trust

Quantum Financial Advisors
Awm Capital
Francis Financial
Merriman Wealth Management
Vista Wealth Management Group
Abacus Wealth Partners
Retirement Solution
Forum Financial Management
Greenspring Advisors
Planning Center
Pathstone Holdings
Heritage Financial Services
New Capital Management
CI Private Wealth
Asset Dedication

View all funds holding Dimensional Etf Trust