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Dimensional Etf Trust shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 36k 31.84
2025-06-30 $1.1M 36k 29.43
2025-03-31 $276k 9.8k 28.15
2024-09-30 $397k 13k 30.80
2024-06-30 $410k 14k 28.78

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View all positions for Cary Street Partner Investment Advisory

Top funds holding Dimensional Etf Trust

Savant Capital Management
Mather Group
JMG Financial Group
CI Private Wealth
Colony
HPM Partners
Comprehensive Portfolio Management
Pathstone Holdings
Modera Wealth Management
Index Fund Advisors
Coldstream Capital Management
Cetera Investment Advisers
Envestnet Asset Management
Creative Planning
Arista Wealth Management

View all funds holding Dimensional Etf Trust