Milestone Investment Advisors »

Dimensional Etf Trust shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DIHP) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Milestone Investment Advisors 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 Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 166k 27.70
2024-06-30 $4.3M 165k 26.32
2024-03-31 $2.4M 87k 26.94
2023-12-31 $825k 32k 25.66
2023-09-30 $844k 36k 23.19
2023-06-30 $896k 37k 24.48

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Milestone Investment Advisors

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Savant Capital Management
Vista Wealth Management Group
Forum Financial Management
Carlson Capital Management
Merriman Wealth Management
Colony
Buckingham Asset Management
HighTower Advisors
Bridgewater Advisors
Planning Center
Aprio Wealth Management
Satovsky Asset Management
CI Private Wealth

View all funds holding Dimensional Etf Trust