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Dimensional Etf Trust shares owned by Stage Harbor Financial

Quarter-by-quarter ownership of Dimensional Etf Trust (DXUV) shares owned by Stage Harbor Financial from 13F filings

Historical chart of Stage Harbor Financial investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Stage Harbor Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Stage Harbor Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 52k 58.44
2025-06-30 $2.5M 45k 54.23
2025-03-31 $940k 19k 50.26
2024-12-31 $343k 6.5k 52.85

More positions owned by Stage Harbor Financial

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Dimensional Us (DXUV)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)

View all positions for Stage Harbor Financial

Top funds holding Dimensional Etf Trust

BCR Wealth Strategies
Hemington Wealth Management
Fmb Wealth Management
RFG Advisory
Pure Financial Advisors
Dimensional Fund Advisors
Mml Investors Services
LVZ Advisors
Schubert & Co
Stage Harbor Financial
Assetmark
Financial Harvest
Versant Capital Management
Rockwood Wealth Management
Private Advisor

View all funds holding Dimensional Etf Trust