CPA Asset Management »

Dimensional Etf Trust shares owned by CPA Asset Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by CPA Asset Management from 13F filings

Historical chart of CPA Asset Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by CPA Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by CPA Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $554k 17k 31.95
2023-12-31 $502k 17k 29.23
2023-09-30 $387k 15k 26.20
2023-06-30 $401k 15k 27.15
2023-03-31 $376k 15k 25.48
2022-12-31 $359k 15k 24.28

More positions owned by CPA Asset Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us High Profitab (DUHP)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
Caterpillar (CAT)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
McDonald's Corporation (MCD)

View all positions for CPA Asset Management

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
Forum Financial Management
Buckingham Asset Management
LPL Financial
Buckingham Strategic Partners
Plan
Commonwealth Equity Services
SJS Investment Consulting
Rockwood Wealth Management
Greenspring Advisors
Apella Capital
Private Ocean
Geometric Wealth Advisors
HighTower Advisors

View all funds holding Dimensional Etf Trust