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Dimensional Etf Trust shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $328k 9.7k 33.79
2024-09-30 $155k 4.6k 34.07

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)

View all positions for Capital Performance Advisors

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Merriman Wealth Management
Vista Wealth Management Group
Forum Financial Management
Pure Financial Advisors
CI Private Wealth
Colony
Alesco Advisors
Aprio Wealth Management
Wealth Enhancement Advisory Services
HighTower Advisors
Bank Of Montreal
Bouchey Financial
LVZ Advisors

View all funds holding Dimensional Etf Trust