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Dimensional Etf Trust shares owned by Compass Financial

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

Historical chart of Compass Financial investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Compass Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 109k 34.36
2023-09-30 $3.6M 109k 32.62

More positions owned by Compass Financial

iShares S&P 500 Index (IVV)
iShares Russell 3000 Index (IWV)
iShares Russell 1000 Growth Index (IWF)
Janus Detroit Str Tr (JAAA)
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF)
Dimensional Etf Trust National Municip (DFNM)
Vanguard Small-Cap ETF (VB)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Capital Group Core Plus Inco (CGCP)
J P Morgan Exchange Traded F ultra shrt (JPST)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
Vanguard Total Stock Market ETF (VTI)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard Europe Pacific ETF (VEA)
Dimensional Etf Trust (DFIV)

View all positions for Compass Financial

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Mercer Global Advisors
Savant Capital Management
Pnc Financial Services
Jane Street
Modera Wealth Management
Creative Planning
Plan
Resource Consulting Group
CI Private Wealth
Buckingham Strategic Partners
Wealth Enhancement Advisory Services
HPM Partners
Foster Group
Team Hewins

View all funds holding Dimensional Etf Trust