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Dimensional Etf Trust shares owned by West Branch Capital

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by West Branch Capital from 13F filings

Historical chart of West Branch Capital investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by West Branch Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9k 125 31.54
2025-06-30 $3.6k 125 28.95
2025-03-31 $3.2k 125 25.90
2024-12-31 $3.2k 125 25.38
2024-09-30 $3.4k 125 27.42