Dimensional Etf Trust shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dimensional Etf Trust by Curi Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $904k | 15k | 59.62 |
2023-09-30 | $796k | 15k | 52.49 |
2023-06-30 | $980k | 18k | 54.80 |
2023-03-31 | $942k | 18k | 52.70 |
2022-12-31 | $914k | 18k | 51.15 |
2022-09-30 | $830k | 18k | 46.49 |
2022-06-30 | $857k | 18k | 48.02 |
2022-03-31 | $149k | 2.7k | 55.78 |
2021-12-31 | $160k | 2.7k | 59.99 |