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Dimensional Etf Trust shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGR) 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
2024-09-30 $300k 10k 28.86
2024-06-30 $259k 10k 24.99
2024-03-31 $265k 10k 25.53
2023-12-31 $270k 10k 25.98

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding Dimensional Etf Trust

Forum Financial Management
Savant Capital Management
JMG Financial Group
Colony
Buckingham Asset Management
Private Ocean
Sontag Advisory
CI Private Wealth
Brighton Jones
DiNuzzo Private Wealth
TCI Wealth Advisors
Wescott Financial Advisory Group
Buckingham Strategic Partners
Quantum Financial Advisors
Rs Crum

View all funds holding Dimensional Etf Trust