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Dimensional Etf Trust shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $62M 1.8M 34.07
2024-06-30 $60M 1.9M 31.99
2024-03-31 $63M 2.0M 31.61
2023-12-31 $59M 2.1M 28.61
2023-09-30 $54M 2.1M 25.69
2023-06-30 $54M 2.0M 26.54

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Dimensional Etf Trust

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

View all funds holding Dimensional Etf Trust