Dimensional Etf Trust shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $758k | 24k | 31.84 |
| 2025-06-30 | $606k | 21k | 29.43 |
| 2025-03-31 | $580k | 21k | 28.15 |
| 2024-12-31 | $525k | 17k | 30.78 |
| 2024-09-30 | $525k | 17k | 30.80 |
| 2024-06-30 | $513k | 17k | 30.10 |
| 2024-03-31 | $513k | 17k | 30.10 |