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Dimensional Etf Trust shares owned by CLG

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

Historical chart of CLG investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by CLG

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.9M 102k 38.11
2025-09-30 $3.4M 93k 36.35
2025-06-30 $3.0M 87k 34.57
2025-03-31 $2.7M 86k 31.23
2024-12-31 $2.4M 83k 29.20

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Ishares Tr Core S&p500 Etf (IVV)
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Capital Group Growth Etf Shs Creation Uni (CGGR)
Echostar Corp Cl A (SATS)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Goldman Sachs Physical Gold Unit (AAAU)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Civitas Resources Com New (CIVI)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Rbb Fund Trust First Eagle Gbl (FEGE)

View all positions for CLG

Top funds holding Dimensional Etf Trust

Prudential Financial
Coldstream Capital Management
Envestnet Asset Management
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