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Dimensional Etf Trust shares owned by Capital Planning Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Capital Planning Advisors from 13F filings

Historical chart of Capital Planning Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Capital Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $230k 7.0k 32.73

More positions owned by Capital Planning Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)

View all positions for Capital Planning Advisors

Top funds holding Dimensional Etf Trust

Colony
Alerus Financial
LPL Financial
Geometric Wealth Advisors
Hanson McClain Advisors
Envestnet Asset Management
Monograph Wealth Advisors
Great Waters Wealth Management
Factory Mutual Insurance Company
Commonwealth Equity Services
Plan
Royal Bank of Canada
JFS Wealth Advisors
Triune Financial Partners
Buckingham Strategic Partners

View all funds holding Dimensional Etf Trust