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Dimensional Etf Trust shares owned by Consolidated Portfolio Review Corp

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

Historical chart of Consolidated Portfolio Review Corp investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Consolidated Portfolio Review 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 Portfolio Review Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 16k 72.44
2025-06-30 $1.1M 16k 67.02
2025-03-31 $597k 9.9k 60.48
2024-12-31 $372k 5.8k 63.75

More positions owned by Consolidated Portfolio Review Corp

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Strategy Cl A New (MSTR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
NVIDIA Corporation (NVDA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Amazon (AMZN)
Vanguard World Health Car Etf (VHT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Consolidated Portfolio Review Corp

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