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Dimensional Etf Trust shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $513k 17k 30.10

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion Advisors

Top funds holding Dimensional Etf Trust

Alaska Permanent Fund Corp
JMG Financial Group
Savant Capital Management
EP Wealth Advisors
CI Private Wealth
Comprehensive Portfolio Management
Modera Wealth Management
DiNuzzo Private Wealth
Buckingham Asset Management
Cable Hill Partners
Pathstone Holdings
LPL Financial
Stordahl Capital Management
Commonwealth Equity Services
Jackson Thornton Asset Management

View all funds holding Dimensional Etf Trust