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Dimensional Etf Trust shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 50k 59.62
2023-09-30 $2.9M 55k 52.49
2023-06-30 $2.9M 52k 54.80
2023-03-31 $3.0M 56k 52.70
2022-12-31 $2.7M 52k 51.15

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding Dimensional Etf Trust

Creative Planning
Index Fund Advisors
Northern Trust
Bank of America Corporation
Buckingham Asset Management
Alaska Permanent Fund Corp
Envestnet Asset Management
TCI Wealth Advisors
Ark & Tlk Investments
Plan
Financial Counselors
Mercer Global Advisors
Pure Financial Advisors
HighTower Advisors
Resource Consulting Group

View all funds holding Dimensional Etf Trust