Dimensional Etf Trust shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $940k | 18k | 52.33 |
| 2023-09-30 | $820k | 18k | 45.69 |
| 2023-06-30 | $940k | 20k | 46.39 |
| 2023-03-31 | $901k | 20k | 44.50 |
| 2022-12-31 | $889k | 20k | 43.95 |
| 2022-09-30 | $787k | 20k | 38.98 |
| 2022-06-30 | $811k | 20k | 40.22 |
| 2022-03-31 | $107k | 2.3k | 46.58 |
| 2021-12-31 | $108k | 2.3k | 47.12 |