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Dimensional Etf Trust shares owned by Ledgewood Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Ledgewood Wealth Advisors from 13F filings

Historical chart of Ledgewood Wealth Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Ledgewood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Ledgewood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 146k 31.53
2025-06-30 $4.4M 153k 28.95
2025-03-31 $4.1M 159k 25.89
2024-12-31 $4.4M 173k 25.37
2024-09-30 $4.5M 165k 27.41
2024-06-30 $3.8M 149k 25.87
2024-03-31 $3.3M 135k 24.72
2023-12-31 $3.2M 133k 24.11