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Dimensional Etf Trust shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFVX) 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
2024-09-30 $760k 12k 65.53
2024-06-30 $210k 3.4k 62.11

More positions owned by Cary Street Partner Investment Advisory

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Amazon Stock (AMZN)
Ishares Msci Eafe Growth Etf Etf (EFG)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Total Stock Market Etf Etf (VTI)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Procter And Gamble Stock (PG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Adobe Stock (ADBE)

View all positions for Cary Street Partner Investment Advisory

Top funds holding Dimensional Etf Trust

HBK Sorce Advisory
Chicago Partners Investment
Up Strategic Wealth Investment Advisors
Susquehanna International
Elite Life Management
Strategic Investment Solutions
American Investment Services
Cary Street Partner Investment Advisory
KC Investment Advisors
HighTower Advisors
Royal Bank of Canada
Morgan Stanley
Huntington National Bank
AdvisorNet Financial

View all funds holding Dimensional Etf Trust