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Dimensional Etf Trust shares owned by Global Retirement Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Global Retirement Partners from 13F filings

Historical chart of Global Retirement Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Global Retirement Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 89k 25.44
2023-12-31 $2.1M 87k 23.70
2023-09-30 $1.8M 81k 21.85
2023-06-30 $1.9M 83k 23.31
2023-03-31 $1.9M 82k 23.17
2022-12-31 $1.5M 69k 21.60
2022-09-30 $1.1M 56k 19.66
2022-06-30 $1.2M 57k 21.45
2022-03-31 $1.3M 55k 23.22
2021-09-30 $91k 3.5k 25.76

More positions owned by Global Retirement Partners

Arthur J. Gallagher & Co. (AJG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Global Retirement Partners

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Envestnet Asset Management
LPL Financial
Geometric Wealth Advisors
Commonwealth Equity Services
Glenmede Trust Company
Monograph Wealth Advisors
RFG Advisory
Brian McDonald
UBS Group
Plan
Alerus Financial
JFS Wealth Advisors
Hanson McClain Advisors
Assetmark

View all funds holding Dimensional Etf Trust