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Dimensional Etf Trust shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGR) 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
2024-09-30 $2.6M 90k 28.86
2024-06-30 $2.0M 82k 24.99
2024-03-31 $2.0M 77k 25.53

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial 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