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Dimensional Etf Trust shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $473k 20k 23.59
2022-12-31 $450k 20k 22.46

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Dimensional Etf Trust

Forum Financial Management
CI Private Wealth
HighTower Advisors
Parcion Private Wealth
Truepoint
Evensky & Katz
Asset Dedication
Carlson Capital Management
Buckingham Asset Management
BKD Wealth Advisors
Hill Investment Group Partners
Total Wealth Planning
Miramar Fiduciary Corp
Buckingham Strategic Partners
Your Advocates

View all funds holding Dimensional Etf Trust