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Dimensional Etf Trust shares owned by Capital Planning

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

Historical chart of Capital Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Capital Planning 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

Quarter filed Position value Share count Share price at filing
2024-03-31 $882k 35k 25.44
2023-12-31 $727k 30k 24.42

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Quanta Services Common Stock (PWR)
Boeing Common Stock (BA)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
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Schwab US Large-Cap Value ETF Exchange Traded Fund (SCHV)
iShares MSCI USA Momentum Factor ETF Exchange Traded Fund (MTUM)
Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)

View all positions for Capital Planning

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Geometric Wealth Advisors
Commonwealth Equity Services
Monograph Wealth Advisors
RFG Advisory
UBS Group
Plan
Alerus Financial
JFS Wealth Advisors
Hanson McClain Advisors
Assetmark
Pathstone Holdings
Great Waters Wealth Management
Evanson Asset Management
Planning Center

View all funds holding Dimensional Etf Trust