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Dimensional Etf Trust shares owned by Forum Private Client Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Forum Private Client Group from 13F filings

Historical chart of Forum Private Client Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Forum Private Client Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 240k 64.86
2024-03-31 $14M 220k 62.34
2023-12-31 $12M 198k 59.62
2023-06-30 $8.7M 159k 54.80
2023-03-31 $6.7M 128k 52.70
2022-12-31 $5.6M 109k 51.15
2022-09-30 $4.7M 102k 46.52
2022-06-30 $4.5M 95k 48.00
2022-03-31 $4.1M 74k 56.06