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Dimensional Etf Trust shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) 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 $71M 2.1M 34.08
2024-06-30 $66M 2.1M 31.99
2024-03-31 $40M 1.3M 31.62
2023-12-31 $31M 1.1M 28.59

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

Envestnet Asset Management
Mercer Global Advisors
Merriman Wealth Management
Forum Financial Management
Vista Wealth Management Group
Pure Financial Advisors
Alesco Advisors
HighTower Advisors
Aprio Wealth Management
Colony
CI Private Wealth
Wealth Enhancement Advisory Services
Buckingham Asset Management
Pathstone Holdings
Foster Group

View all funds holding Dimensional Etf Trust