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Dimensional Etf Trust shares owned by CFS Investment Advisory Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by CFS Investment Advisory Services from 13F filings

Historical chart of CFS Investment Advisory Services investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by CFS Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $10M 455k 22.57
2023-06-30 $9.7M 415k 23.46
2023-03-31 $9.4M 408k 23.02
2022-12-31 $8.3M 380k 21.95
2022-09-30 $503k 25k 20.09
2022-03-31 $2.0k 52k 0.04

More positions owned by CFS Investment Advisory Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for CFS Investment Advisory Services

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
FMR
UBS Group
Envestnet Asset Management
Bank of America Corporation
Mercer Global Advisors
Mariner Wealth Advisors
Cable Hill Partners
Private Ocean
CI Private Wealth
Catalyst Capital Advisors
Millburn Ridgefield
Creative Planning
Mission Wealth Management
Jane Street

View all funds holding Dimensional Etf Trust