Dimensional Etf Trust shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 18k | 68.46 |
| 2025-06-30 | $1.1M | 18k | 63.71 |
| 2025-03-31 | $1.1M | 18k | 59.75 |
| 2024-12-31 | $1.1M | 18k | 65.08 |
| 2024-09-30 | $1.1M | 18k | 64.86 |
| 2024-06-30 | $1.1M | 18k | 60.08 |
| 2024-03-31 | $1.1M | 18k | 62.34 |
| 2023-12-31 | $740k | 12k | 59.62 |
| 2023-09-30 | $651k | 12k | 52.49 |
| 2023-06-30 | $680k | 12k | 54.80 |
| 2023-03-31 | $654k | 12k | 52.70 |
| 2022-12-31 | $635k | 12k | 51.15 |
| 2022-09-30 | $577k | 12k | 46.52 |
| 2022-06-30 | $595k | 12k | 47.97 |
| 2022-03-31 | $695k | 12k | 56.03 |
| 2021-12-31 | $744k | 12k | 59.98 |
| 2021-09-30 | $713k | 12k | 57.48 |
| 2021-06-30 | $724k | 12k | 58.37 |
More positions owned by Institute For Wealth Management
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