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Dimensional Etf Trust shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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

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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
2025-09-30 $1.0M 14k 72.44
2025-06-30 $854k 13k 67.02
2025-03-31 $768k 13k 60.48

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Portfolio S&p500 (SPLG)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Div Grwth (DGRO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Fidelity Wise Origin Bitcoin SHS (FBTC)
NVIDIA Corporation (NVDA)
Strategy Cl A New (MSTR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Compass Ion Advisors

Top funds holding Dimensional Etf Trust

Prudential Financial
Colony
Maseco
Index Fund Advisors
Plan
Root Financial Partners
Sax Wealth Advisors
LPL Financial
Creative Planning
TCI Wealth Advisors
Great Waters Wealth Management
Mercer Global Advisors
Zhang Financial
Mariner Wealth Advisors
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust