Dimensional Etf Trust shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Castle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $211k | 3.0k | 69.90 |
| 2025-03-31 | $256k | 5.0k | 51.49 |
| 2024-12-31 | $304k | 5.5k | 55.66 |
| 2024-09-30 | $323k | 5.8k | 55.63 |
| 2024-06-30 | $301k | 5.8k | 51.87 |
| 2024-03-31 | $316k | 5.8k | 54.43 |
| 2023-12-31 | $329k | 6.3k | 52.33 |
| 2023-09-30 | $296k | 6.5k | 45.69 |
| 2023-06-30 | $301k | 6.5k | 46.39 |
| 2023-03-31 | $289k | 6.5k | 44.50 |
| 2022-12-31 | $285k | 6.5k | 43.95 |
| 2022-09-30 | $236k | 6.1k | 38.98 |
| 2022-06-30 | $132k | 3.3k | 40.28 |