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Dimensional Etf Trust shares owned by Private Advisor

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) 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
2024-09-30 $533k 15k 35.74
2024-06-30 $464k 14k 32.94
2024-03-31 $405k 12k 33.67

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View all positions for Private Advisor

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