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Dimensional Etf Trust shares owned by Liberty Wealth Management

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

Historical chart of Liberty Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Liberty 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 Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 392k 36.35
2025-06-30 $14M 391k 34.57
2025-03-31 $11M 345k 31.23
2024-12-31 $12M 416k 29.20
2024-09-30 $9.1M 286k 31.78
2024-06-30 $8.3M 566k 14.61
2024-03-31 $9.0M 297k 30.22
2023-12-31 $8.2M 287k 28.65
2023-09-30 $8.3M 317k 26.10
2023-06-30 $7.6M 277k 27.32
2023-03-31 $7.1M 264k 27.03