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Dimensional Etf Trust shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $396k 6.7k 58.85
2024-03-31 $357k 6.3k 56.98
2023-12-31 $277k 5.4k 51.83
2023-09-30 $249k 5.4k 46.55
2023-06-30 $224k 4.7k 48.16
2023-03-31 $176k 4.0k 44.43

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Chevron Corporation (CVX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Blackrock Etf Trust Ii Flexible Income (BINC)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Coca-Cola Company (KO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Cape Investment Advisory

Top funds holding Dimensional Etf Trust

Colony
Buckingham Asset Management
Index Fund Advisors
Plan
Envestnet Asset Management
Creative Planning
Mercer Global Advisors
Sax Wealth Advisors
TCI Wealth Advisors
LPL Financial
Great Waters Wealth Management
Zhang Financial
Root Financial Partners
Intelligence Driven Advisers
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust