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Dimensional Etf Trust shares owned by Compass Advisory Group

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

Historical chart of Compass Advisory Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Compass Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $320k 4.5k 70.91

More positions owned by Compass Advisory Group

Innovator Etfs Trust Intrnl Dev Jan (IJAN)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Pacer Fds Tr Us Small Cap Cas (CALF)
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Pgim Rock Etf Tr S&p 500 Buffer (PBJA)

View all positions for Compass Advisory Group

Top funds holding Dimensional Etf Trust

Prudential Financial
Colony
Maseco
Root Financial Partners
Index Fund Advisors
Vise Technologies
Plan
Sax Wealth Advisors
LPL Financial
Creative Planning
TCI Wealth Advisors
Mercer Global Advisors
Great Waters Wealth Management
Mariner Wealth Advisors
Zhang Financial

View all funds holding Dimensional Etf Trust