Capital Financial Planning »

Dimensional Etf Trust shares owned by Capital Financial Planning

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

Historical chart of Capital Financial Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Capital Financial Planning

Quarter filed Position value Share count Share price at filing
2023-09-30 $474k 15k 32.62
2023-06-30 $477k 15k 32.85
2023-03-31 $469k 15k 32.23
2022-12-31 $439k 14k 30.40
2022-09-30 $371k 14k 25.76
2022-06-30 $416k 14k 28.91
2021-12-31 $470k 14k 32.81
2021-09-30 $467k 14k 32.71

More positions owned by Capital Financial Planning

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Rusel 2500 Etf (SMMD)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core High Dv Etf (HDV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Capital Financial Planning

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Colony
Buckingham Asset Management
Savant Capital Management
Northern Trust
Pnc Financial Services
Buckingham Strategic Partners
Index Fund Advisors
Creative Planning
Foster Group
HighTower Advisors
CI Private Wealth
Plan
Modera Wealth Management

View all funds holding Dimensional Etf Trust