Dimensional Etf Trust shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $883k | 12k | 72.44 |
| 2025-06-30 | $817k | 12k | 67.02 |
| 2025-03-31 | $737k | 12k | 60.48 |
| 2024-12-31 | $777k | 12k | 63.75 |
| 2024-09-30 | $758k | 12k | 62.20 |
| 2024-06-30 | $717k | 12k | 58.85 |
| 2024-03-31 | $694k | 12k | 56.98 |
| 2023-12-31 | $631k | 12k | 51.83 |
| 2023-09-30 | $567k | 12k | 46.55 |
| 2023-06-30 | $587k | 12k | 48.16 |
| 2023-03-31 | $541k | 12k | 44.43 |
| 2022-12-31 | $507k | 12k | 41.61 |
| 2022-09-30 | $473k | 12k | 38.82 |
| 2022-06-30 | $496k | 12k | 40.71 |
| 2022-03-31 | $597k | 12k | 49.00 |
| 2021-12-31 | $630k | 12k | 51.71 |
| 2021-09-30 | $575k | 12k | 47.20 |
| 2021-06-30 | $574k | 12k | 47.11 |
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