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Dimensional Etf Trust shares owned by Charter Capital Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Charter Capital Management from 13F filings

Historical chart of Charter Capital Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Charter Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 382k 36.35
2025-06-30 $13M 367k 34.57

More positions owned by Charter Capital Management

Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Fidelity Covington Trust Divid Etf Risi (FDRR)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Us Bancorp Del Com New (USB)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Alphabet Cap Stk Cl A (GOOGL)
Uber Technologies (UBER)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Charter Capital Management

Top funds holding Dimensional Etf Trust

Prudential Financial
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Wiley Bros.-aintree Capital
Sym Financial Corporation
SRS Capital Advisors
Northern Trust
Royal Bank of Canada
UBS Group
Root Financial Partners
Moisand Fitzgerald Tamayo
Mariner Wealth Advisors
Pure Financial Advisors
LPL Financial
Resources Investment Advisors

View all funds holding Dimensional Etf Trust