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Dimensional Etf Trust shares owned by Compass Advisory Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Compass Advisory Group from 13F filings

Historical chart of Compass Advisory Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Compass Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Compass Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $277k 5.5k 49.90

More positions owned by Compass Advisory Group

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Total Stk Mkt (VTI)
Pacer Fds Tr Us Small Cap Cas (CALF)
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)
Innovator Etfs Trust Intrnl Dev July (IJUL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Compass Advisory Group

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
EP Wealth Advisors
Buckingham Strategic Partners
CI Private Wealth
Raymond James Financial
Envestnet Asset Management
Index Fund Advisors
Plan
HighTower Advisors
Creative Planning

View all funds holding Dimensional Etf Trust