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
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Quarterly reported holdings in Dimensional Etf Trust by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $818k | 23k | 35.04 |
| 2025-12-31 | $746k | 23k | 32.89 |
| 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 |