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Dimensional Etf Trust shares owned by Capital Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Capital Financial Planning from 13F filings

Historical chart of Capital Financial Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Capital Financial Planning

Quarter filed Position value Share count Share price at filing
2023-09-30 $474k 15k 32.62
2023-06-30 $477k 15k 32.85
2023-03-31 $469k 15k 32.23
2022-12-31 $439k 14k 30.40
2022-09-30 $371k 14k 25.76
2022-06-30 $416k 14k 28.91
2021-12-31 $470k 14k 32.81
2021-09-30 $467k 14k 32.71

More positions owned by Capital Financial Planning

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Rusel 2500 Etf (SMMD)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core High Dv Etf (HDV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Capital Financial Planning

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Envestnet Asset Management
Buckingham Asset Management
Northern Trust
Savant Capital Management
Pnc Financial Services
Buckingham Strategic Partners
Index Fund Advisors
HighTower Advisors
Modera Wealth Management
Plan
Creative Planning
Resource Consulting Group
CI Private Wealth
Wealth Enhancement Advisory Services

View all funds holding Dimensional Etf Trust