Dimensional Etf Trust shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 412k | 34.29 |
| 2024-06-30 | $16M | 485k | 32.24 |
| 2024-03-31 | $15M | 462k | 31.95 |
| 2023-12-31 | $14M | 477k | 29.23 |
| 2023-09-30 | $13M | 487k | 26.20 |
| 2023-06-30 | $15M | 544k | 27.15 |
| 2023-03-31 | $14M | 562k | 25.48 |
| 2022-12-31 | $14M | 576k | 24.28 |
| 2022-09-30 | $26M | 1.2M | 22.24 |
| 2022-06-30 | $28M | 1.2M | 23.30 |
| 2022-03-31 | $36M | 1.3M | 27.58 |
| 2021-12-31 | $49M | 1.7M | 28.97 |
More positions owned by Keudell/Morrison Wealth Management
View all positions for Keudell/Morrison Wealth Management