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Dimensional Etf Trust shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.4M 130k 25.96
2023-12-31 $3.4M 142k 23.99
2023-09-30 $3.3M 145k 22.90
2023-06-30 $3.0M 123k 24.37
2023-03-31 $2.1M 90k 23.38
2022-12-31 $333k 15k 22.61

More positions owned by Breakwater Capital Group

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Faln Angls Usd (FALN)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

Top funds holding Dimensional Etf Trust

Asset Dedication
Heritage Financial Services
Comprehensive Portfolio Management
True Wealth Design
Marquette Asset Management
Beacon Pointe Advisors
Janney Montgomery Scott
Raymond James Financial Services Advisors
Eqis Capital Management
Jane Street
Evanson Asset Management
Burns Wealth Management
Opes Wealth Management
Graves-Light Private Wealth Management
Aveo Capital Partners

View all funds holding Dimensional Etf Trust