Dimensional Etf Trust shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 555k | 38.08 |
| 2024-06-30 | $20M | 567k | 35.94 |
| 2024-03-31 | $21M | 558k | 36.75 |
| 2023-12-31 | $19M | 559k | 34.36 |
| 2023-09-30 | $18M | 555k | 32.62 |
| 2023-06-30 | $18M | 550k | 32.85 |
| 2023-03-31 | $17M | 537k | 32.23 |
| 2022-12-31 | $17M | 546k | 30.40 |
| 2022-09-30 | $14M | 536k | 25.76 |
| 2022-06-30 | $16M | 545k | 28.89 |
| 2022-03-31 | $18M | 546k | 33.48 |
| 2021-12-31 | $18M | 539k | 33.65 |
More positions owned by Capital Performance Advisors
View all positions for Capital Performance Advisors