Dimensional Etf Trust shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $55M | 1.7M | 31.53 |
| 2025-06-30 | $49M | 1.7M | 28.95 |
| 2025-03-31 | $44M | 1.7M | 25.89 |
| 2024-12-31 | $38M | 1.5M | 25.37 |
| 2024-09-30 | $40M | 1.5M | 27.41 |
| 2024-06-30 | $41M | 1.6M | 25.87 |
| 2024-03-31 | $36M | 1.5M | 24.72 |
| 2023-12-31 | $33M | 1.4M | 24.11 |
| 2023-09-30 | $27M | 1.2M | 22.57 |
| 2023-06-30 | $26M | 1.1M | 23.46 |
| 2023-03-31 | $23M | 995k | 23.02 |
| 2022-12-31 | $19M | 848k | 21.95 |