Dimensional Etf Trust shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by SIMA Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.0M | 236k | 33.86 |
| 2025-12-31 | $7.1M | 217k | 32.57 |
| 2025-09-30 | $5.6M | 178k | 31.53 |
| 2025-06-30 | $4.7M | 164k | 28.95 |
| 2025-03-31 | $4.2M | 160k | 25.89 |
| 2024-12-31 | $3.9M | 154k | 25.37 |
| 2024-09-30 | $4.2M | 152k | 27.41 |
| 2024-06-30 | $3.7M | 143k | 25.87 |