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Dimensional Etf Trust shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $41k 605 68.46
2025-06-30 $39k 605 63.71
2025-03-31 $36k 605 59.75
2024-12-31 $39k 605 65.08
2024-09-30 $39k 605 64.86
2024-03-31 $38k 605 62.34
2023-12-31 $36k 605 59.62