Dimensional Etf Trust shares owned by Forum Private Client Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 528k | 36.35 |
| 2025-06-30 | $17M | 491k | 34.57 |
| 2025-03-31 | $14M | 454k | 31.23 |
| 2024-12-31 | $12M | 423k | 29.20 |
| 2024-09-30 | $12M | 391k | 31.78 |
| 2024-03-31 | $11M | 369k | 30.22 |
| 2023-12-31 | $10M | 348k | 28.64 |
| 2023-06-30 | $6.3M | 232k | 27.32 |
| 2023-03-31 | $4.8M | 177k | 26.95 |
| 2022-12-31 | $4.2M | 168k | 25.04 |
| 2022-09-30 | $2.9M | 137k | 21.57 |
| 2022-06-30 | $2.5M | 104k | 24.14 |
| 2022-03-31 | $2.3M | 82k | 28.14 |
More positions owned by Forum Private Client Group
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