Dimensional Etf Trust shares owned by Core Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Core Wealth Management
from 13F filings
Historical chart of Core Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Core Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Core Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $234k | 4.0k | 58.22 |
| 2025-06-30 | $221k | 4.1k | 53.97 |
| 2025-03-31 | $207k | 4.0k | 51.50 |
| 2024-12-31 | $224k | 4.0k | 55.67 |
| 2024-09-30 | $209k | 4.0k | 51.88 |
| 2024-06-30 | $209k | 4.0k | 51.88 |
| 2024-03-31 | $219k | 4.0k | 54.44 |
| 2023-12-31 | $211k | 4.0k | 52.34 |