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Dimensional Etf Trust shares owned by Capital Planning

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

Historical chart of Capital Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Capital Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 33k 30.80
2024-06-30 $894k 31k 28.78
2024-03-31 $909k 30k 30.10
2023-12-31 $734k 25k 29.12

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iShares Core S&P 500 ETF Exchange Traded Fund (IVV)
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG)
Microsoft Corp Common Stock (MSFT)
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)
Quanta Services Common Stock (PWR)
Vanguard Mega Cap Value ETF Exchange Traded Fund (MGV)
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)
Vanguard Information Technology ETF Exchange Traded Fund (VGT)
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)
iShares MSCI USA Min Vol Factor ETF Exchange Traded Fund (USMV)
Vanguard Small-Cap ETF Exchange Traded Fund (VB)
Boeing Common Stock (BA)
Vanguard Large-Cap ETF Exchange Traded Fund (VV)
Schwab US Large-Cap Value ETF Exchange Traded Fund (SCHV)
TCW Compounders ETF Exchange Traded Fund (GRW)

View all positions for Capital Planning

Top funds holding Dimensional Etf Trust

Alaska Permanent Fund Corp
Savant Capital Management
JMG Financial Group
CI Private Wealth
Mather Group
Pathstone Holdings
Modera Wealth Management
EP Wealth Advisors
Comprehensive Portfolio Management
Index Fund Advisors
Colony
Arista Wealth Management
Buckingham Asset Management
Bank of America Corporation
DiNuzzo Private Wealth

View all funds holding Dimensional Etf Trust