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Dimensional Etf Trust shares owned by Compass Financial

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Compass Financial from 13F filings

Historical chart of Compass Financial investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Compass Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.1M 249k 32.57
2025-09-30 $7.8M 248k 31.53
2020-12-31 $6.8M 251k 26.86

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Janus Detroit Str Tr (JAAA)
Vanguard Total Stock Market ETF (VTI)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Innovator Etfs Tr russell 2000 p (KOCT)
Dimensional Etf Trust (DFAE)
Dimensional Etf Trust National Municip (DFNM)
Dimensional Etf Trust (DFIV)
Vanguard Europe Pacific ETF (VEA)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Capital Group Core Plus Inco (CGCP)
SPDR DJ Wilshire Large Cap (SPLG)

View all positions for Compass Financial

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust