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Dimensional Etf Trust shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Capital Performance 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 Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $730k 23k 32.07
2025-06-30 $619k 21k 29.68
2025-03-31 $509k 19k 26.46
2024-12-31 $429k 16k 26.19
2024-09-30 $328k 12k 28.15

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Capital Performance Advisors

Top funds holding Dimensional Etf Trust

Forum Financial Management
Colony
Buckingham Strategic Partners
CI Private Wealth
Sequoia Financial Advisors
Truepoint
HighTower Advisors
Parcion Private Wealth
Savant Capital Management
Asset Dedication
Evensky & Katz
JMG Financial Group
Maseco
RW Investment Management
LPL Financial

View all funds holding Dimensional Etf Trust