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Dfa Us Sustainability Core 1 fund shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Dfa Us Sustainability Core 1 fund (DFSIX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Dfa Us Sustainability Core 1 fund

Tip: Access up to 7 years of quarterly data

All positions including Dfa Us Sustainability Core 1 fund held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dfa Us Sustainability Core 1 fund by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $418k 9.3k 44.79
2024-06-30 $391k 9.3k 41.90
2024-03-31 $385k 9.3k 41.31
2023-09-30 $312k 9.3k 33.40
2023-06-30 $321k 9.3k 34.44
2023-03-31 $319k 10k 31.98
2022-12-31 $301k 10k 30.17
2022-09-30 $277k 10k 27.77
2022-06-30 $290k 10k 29.07
2022-03-31 $345k 10k 34.59
2021-12-31 $371k 10k 37.19
2021-09-30 $343k 10k 34.39
2021-06-30 $344k 10k 34.49
2021-03-31 $337k 10k 33.78

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Dfa Us Sustainability Core 1 fund

Garde Capital
MAI Wealth Advisors
Encompass Wealth Advisors
Coston, McIsaac & Partners

View all funds holding Dfa Us Sustainability Core 1 fund