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Dimensional Etf Trust shares owned by Comprehensive Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Comprehensive Financial Planning from 13F filings

Historical chart of Comprehensive Financial Planning investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 195 68.46
2025-06-30 $12k 195 63.71
2025-03-31 $12k 195 59.75
2024-12-31 $13k 195 65.08

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Invsc S P 500 Top 50 Etf Uie (XLG)
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Schwab Us Large Cap Growth Etf Uie (SCHG)

View all positions for Comprehensive Financial Planning

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Index Fund Advisors
Colony
Pure Financial Advisors
TCI Wealth Advisors
Envestnet Asset Management
Plan
Midwest Trust
Savant Capital Management
Premier Financial Group
First Command Advisory Services
Washington Trust Bank
Evanson Asset Management
Royal Bank of Canada

View all funds holding Dimensional Etf Trust