Dimensional Etf Trust shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $363k | 5.3k | 68.46 |
| 2025-06-30 | $338k | 5.3k | 63.71 |
| 2025-03-31 | $317k | 5.3k | 59.75 |
| 2024-12-31 | $345k | 5.3k | 65.08 |
| 2024-09-30 | $344k | 5.3k | 64.86 |
| 2024-06-30 | $319k | 5.3k | 60.08 |
| 2024-03-31 | $331k | 5.3k | 62.34 |
| 2023-12-31 | $316k | 5.3k | 59.62 |
| 2023-09-30 | $278k | 5.3k | 52.49 |