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Dimensional Etf Trust shares owned by HBK Sorce Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFVX) shares owned by HBK Sorce Advisory from 13F filings

Historical chart of HBK Sorce Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by HBK Sorce Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $167M 2.7M 62.11
2024-03-31 $158M 2.5M 62.64
2023-12-31 $122M 2.2M 56.15

More positions owned by HBK Sorce Advisory

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for HBK Sorce Advisory

Top funds holding Dimensional Etf Trust

HBK Sorce Advisory
Chicago Partners Investment
Susquehanna International
Up Strategic Wealth Investment Advisors
Elite Life Management
Strategic Investment Solutions
American Investment Services
KC Investment Advisors
Cary Street Partner Investment Advisory
Citadel Advisors
HighTower Advisors
Morgan Stanley
AdvisorNet Financial

View all funds holding Dimensional Etf Trust