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Dimensional Etf Trust shares owned by Triangle Securities Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Triangle Securities Wealth Management from 13F filings

Historical chart of Triangle Securities Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Triangle Securities 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 Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $269k 8.5k 31.84
2025-06-30 $228k 7.8k 29.43

More positions owned by Triangle Securities Wealth Management

J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Alphabet Cap Stk Cl C (GOOG)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Mcp Etf (IJH)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Kkr & Co (KKR)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)

View all positions for Triangle Securities Wealth Management

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