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Dimensional Etf Trust shares owned by HB Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 188k 36.35
2025-06-30 $4.9M 141k 34.57
2025-03-31 $1.4M 46k 31.23
2024-12-31 $231k 7.9k 29.20
2024-09-30 $264k 8.3k 31.78
2024-06-30 $247k 8.3k 29.67
2024-03-31 $246k 8.2k 30.22
2023-12-31 $332k 12k 28.64
2023-09-30 $303k 12k 26.11
2023-06-30 $490k 18k 27.32
2023-03-31 $458k 17k 26.95
2022-12-31 $488k 20k 25.04
2022-06-30 $327k 14k 24.13
2022-03-31 $553k 20k 28.17