Dimensional Etf Trust shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $200k | 5.0k | 40.21 |
| 2024-12-31 | $200k | 7.9k | 25.37 |
| 2024-09-30 | $225k | 8.2k | 27.41 |
| 2024-06-30 | $255k | 9.9k | 25.87 |
| 2024-03-31 | $457k | 19k | 24.72 |
| 2023-12-31 | $487k | 20k | 24.11 |
| 2023-09-30 | $494k | 22k | 22.57 |
| 2023-06-30 | $776k | 33k | 23.46 |
| 2023-03-31 | $1.1M | 30k | 36.79 |
| 2022-12-31 | $2.2M | 102k | 21.95 |
| 2022-09-30 | $2.0M | 98k | 20.11 |
| 2022-06-30 | $2.1M | 89k | 23.15 |
| 2022-03-31 | $2.3M | 88k | 26.24 |
| 2021-12-31 | $2.0M | 73k | 27.34 |