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Dimensional Etf Trust shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 342k 36.35
2025-06-30 $9.8M 283k 34.57
2025-03-31 $7.4M 238k 31.23
2024-12-31 $4.1M 140k 29.20
2024-09-30 $2.0M 64k 31.78