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
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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 |
|---|---|---|---|
| 2025-09-30 | $19M | 282k | 68.46 |
| 2025-06-30 | $18M | 274k | 63.71 |
| 2025-03-31 | $15M | 258k | 59.75 |
| 2024-12-31 | $16M | 248k | 65.08 |
| 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 |
More positions owned by Forum Private Client Group
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