Dimensional Etf Trust shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 46k | 58.43 |
| 2025-06-30 | $2.5M | 46k | 53.96 |
| 2025-03-31 | $2.2M | 44k | 51.49 |
| 2024-12-31 | $2.5M | 46k | 55.66 |
| 2024-09-30 | $2.6M | 47k | 55.63 |
| 2024-06-30 | $4.9M | 94k | 51.87 |
| 2024-03-31 | $2.7M | 49k | 54.43 |
| 2023-12-31 | $2.6M | 49k | 52.33 |
| 2023-09-30 | $2.3M | 50k | 45.69 |
| 2023-06-30 | $2.3M | 50k | 46.39 |
| 2023-03-31 | $2.4M | 54k | 44.50 |
| 2022-12-31 | $2.5M | 57k | 43.95 |