Dimensional Etf Trust shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 15k | 68.46 |
| 2025-06-30 | $953k | 15k | 63.71 |
| 2025-03-31 | $1.0M | 17k | 59.75 |
| 2024-12-31 | $1.1M | 17k | 65.08 |
| 2024-09-30 | $1.1M | 17k | 64.86 |
| 2024-06-30 | $1.1M | 18k | 60.08 |
| 2024-03-31 | $1.1M | 18k | 59.35 |
| 2023-12-31 | $972k | 16k | 59.62 |
| 2023-09-30 | $855k | 16k | 52.49 |
| 2023-06-30 | $847k | 16k | 54.80 |
| 2023-03-31 | $716k | 14k | 52.70 |
| 2022-12-31 | $733k | 14k | 51.15 |
| 2022-09-30 | $698k | 15k | 46.54 |
| 2022-06-30 | $720k | 15k | 48.02 |
| 2022-03-31 | $840k | 15k | 56.04 |