Penobscot Wealth Management »

Dimensional Etf Trust shares owned by Penobscot Wealth Management

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

Historical chart of Penobscot Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Penobscot 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 Penobscot Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $405k 6.5k 62.13
2024-06-30 $391k 6.5k 59.98
2024-03-31 $371k 6.5k 56.91
2023-12-31 $338k 6.5k 51.85

More positions owned by Penobscot Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard World Inf Tech Etf (VGT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Global Core Plus (DFGP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Vanguard World Health Car Etf (VHT)
Ishares Tr Us Consm Staples (IYK)
Ishares Tr Core Msci Total (IXUS)
Vanguard World Financials Etf (VFH)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Penobscot Wealth Management

Top funds holding Dimensional Etf Trust

Colony
Buckingham Asset Management
Index Fund Advisors
Plan
Envestnet Asset Management
Creative Planning
Mercer Global Advisors
Sax Wealth Advisors
TCI Wealth Advisors
LPL Financial
Great Waters Wealth Management
Zhang Financial
Root Financial Partners
Intelligence Driven Advisers
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust