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Dimensional Etf Trust shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $83M 2.7M 30.80
2024-06-30 $30M 1.0M 28.78
2024-03-31 $30M 1.0M 30.10
2023-12-31 $30M 1.0M 29.12

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Dimensional Etf Trust

Alaska Permanent Fund Corp
Savant Capital Management
JMG Financial Group
CI Private Wealth
Mather Group
Pathstone Holdings
Modera Wealth Management
EP Wealth Advisors
Comprehensive Portfolio Management
Index Fund Advisors
Colony
Arista Wealth Management
Buckingham Asset Management
Bank of America Corporation
DiNuzzo Private Wealth

View all funds holding Dimensional Etf Trust