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Dimensional Etf Trust shares owned by CLG

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

Historical chart of CLG investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by CLG

Quarter filed Position value Share count Share price at filing
2025-09-30 $701k 22k 31.84
2025-06-30 $663k 23k 29.43
2025-03-31 $808k 29k 28.15
2024-12-31 $885k 29k 30.78

More positions owned by CLG

Ishares Tr Core S&p500 Etf (IVV)
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Apple (AAPL)
Civitas Resources Com New (CIVI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Multisector Bd (PYLD)
Echostar Corp Cl A (SATS)
Vaneck Etf Trust Gold Miners Etf (GDX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

View all positions for CLG

Top funds holding Dimensional Etf Trust

Savant Capital Management
Mather Group
JMG Financial Group
CI Private Wealth
Colony
HPM Partners
Comprehensive Portfolio Management
Pathstone Holdings
Modera Wealth Management
Index Fund Advisors
Coldstream Capital Management
Cetera Investment Advisers
Envestnet Asset Management
Creative Planning
Arista Wealth Management

View all funds holding Dimensional Etf Trust