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Dimensional Etf Trust shares owned by Compass Financial Group

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

Historical chart of Compass Financial Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Compass Financial Group 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 Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $612k 21k 29.20
2024-09-30 $622k 20k 31.78
2024-06-30 $491k 17k 29.67
2024-03-31 $374k 12k 30.22
2023-12-31 $312k 11k 28.64
2023-09-30 $202k 7.7k 26.11

More positions owned by Compass Financial Group

Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Industrial Etf (VIS)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fidelity Covington Trust Consmr Staples (FSTA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Compass Financial Group

Top funds holding Dimensional Etf Trust

Sym Financial Corporation
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Cable Hill Partners
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CI Private Wealth
Envestnet Asset Management
Moisand Fitzgerald Tamayo
Royal Bank of Canada
Root Financial Partners
Pure Financial Advisors
UBS Group
Wiley Bros.-aintree Capital
Resources Investment Advisors
Hartland & Co
Mariner Wealth Advisors

View all funds holding Dimensional Etf Trust