Dimensional Etf Trust shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 72k | 31.53 |
| 2025-06-30 | $2.1M | 74k | 28.95 |
| 2025-03-31 | $1.6M | 62k | 25.89 |
| 2024-12-31 | $1.7M | 67k | 25.37 |
| 2024-09-30 | $1.5M | 56k | 27.41 |
| 2024-06-30 | $1.4M | 55k | 25.87 |
| 2024-03-31 | $1.3M | 52k | 24.72 |