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Dimensional Etf Trust shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Prevail Innovative Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 27k 68.46
2025-06-30 $1.8M 29k 63.71
2025-03-31 $1.5M 24k 59.75
2024-12-31 $1.2M 19k 65.08
2024-09-30 $947k 15k 64.86
2024-06-30 $847k 14k 60.08
2024-03-31 $770k 12k 62.34
2023-09-30 $553k 11k 52.49