Dimensional Etf Trust shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.8M | 91k | 41.25 |
| 2026-03-31 | $202k | 5.2k | 38.96 |
| 2025-03-31 | $549k | 18k | 31.23 |
| 2024-12-31 | $453k | 16k | 29.20 |
| 2024-09-30 | $502k | 16k | 31.78 |
| 2024-06-30 | $423k | 14k | 29.67 |
| 2024-03-31 | $497k | 17k | 29.46 |
| 2023-12-31 | $242k | 8.4k | 28.64 |
| 2023-09-30 | $201k | 7.7k | 26.11 |
| 2022-09-30 | $583k | 27k | 21.58 |
| 2022-06-30 | $652k | 27k | 24.13 |