Soundmark Wealth Management »

Dimensional Etf Trust shares owned by Soundmark Wealth Management

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

Historical chart of Soundmark Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Soundmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $484k 16k 30.22
2023-12-31 $483k 17k 28.64
2023-09-30 $440k 17k 26.11
2023-06-30 $461k 17k 27.32
2023-03-31 $407k 15k 26.95
2022-12-31 $380k 15k 25.04
2022-09-30 $553k 26k 21.55
2022-06-30 $277k 12k 24.15