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Dimensional Etf Trust shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 99k 62.20
2024-06-30 $6.6M 112k 58.85
2024-03-31 $6.8M 120k 56.98
2023-12-31 $8.1M 157k 51.83
2023-09-30 $7.3M 158k 46.55
2023-06-30 $7.7M 159k 48.16
2023-03-31 $7.2M 161k 44.43
2022-12-31 $6.9M 166k 41.61

More positions owned by Consolidated Planning Corp

T Rowe Price Etf Cap Appreciation (TCAF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Ishares 25+ Yr T (GOVZ)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Msci Usa Mmentm (MTUM)
Caterpillar (CAT)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)

View all positions for Consolidated Planning Corp

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