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Dimensional Etf Trust shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) 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
2025-09-30 $773k 25k 31.53
2025-06-30 $587k 20k 28.95
2025-03-31 $405k 16k 25.89
2024-12-31 $272k 11k 25.37
2024-09-30 $284k 10k 27.41

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Fidelity Wise Origin Bitcoin SHS (FBTC)
NVIDIA Corporation (NVDA)
Strategy Cl A New (MSTR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Compass Ion 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