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Dimensional Etf Trust shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $451k 14k 31.53
2025-06-30 $416k 14k 28.95
2025-03-31 $322k 12k 25.89
2024-12-31 $290k 11k 25.37
2024-09-30 $285k 10k 27.41

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Capital Performance Advisors

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
FMR
UBS Group
Coldstream Capital Management
Foster Group
Mariner Wealth Advisors
Factory Mutual Insurance Company
Root Financial Partners
Sontag Advisory
Washington Trust Bank
Cetera Investment Advisers
HighTower Advisors
Northwestern Mutual Wealth Management Company
Evoke Wealth

View all funds holding Dimensional Etf Trust