Dimensional Etf Trust shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 626k | 36.35 |
| 2025-06-30 | $21M | 615k | 34.57 |
| 2025-03-31 | $18M | 587k | 31.23 |
| 2024-12-31 | $16M | 561k | 29.20 |
| 2024-09-30 | $17M | 533k | 31.78 |
| 2024-06-30 | $15M | 500k | 29.67 |
| 2024-03-31 | $5.4M | 177k | 30.22 |