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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
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

Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Apple (AAPL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
salesforce (CRM)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Scp Etf (IJR)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Broadcom (AVGO)

View all positions for Consolidated Planning Corp

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