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Dimensional Etf Trust shares owned by Capital Financial Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Capital Financial Planning from 13F filings

Historical chart of Capital Financial Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Capital Financial Planning

Quarter filed Position value Share count Share price at filing
2023-09-30 $280k 12k 22.52
2023-06-30 $290k 12k 23.31
2023-03-31 $295k 13k 23.06
2022-12-31 $268k 12k 21.60
2022-09-30 $234k 12k 18.85
2022-06-30 $266k 12k 21.43
2021-12-31 $332k 13k 26.15
2021-09-30 $321k 12k 25.85

More positions owned by Capital Financial Planning

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Rusel 2500 Etf (SMMD)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core High Dv Etf (HDV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Capital Financial Planning

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Envestnet Asset Management
LPL Financial
Geometric Wealth Advisors
Commonwealth Equity Services
Glenmede Trust Company
Monograph Wealth Advisors
RFG Advisory
Brian McDonald
UBS Group
Plan
Alerus Financial
JFS Wealth Advisors
Hanson McClain Advisors
Assetmark

View all funds holding Dimensional Etf Trust