Dimensional Etf Trust shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $845k | 15k | 58.21 |
| 2025-06-30 | $783k | 15k | 53.96 |
| 2025-03-31 | $790k | 15k | 51.49 |
| 2024-12-31 | $854k | 15k | 55.66 |
| 2024-09-30 | $853k | 15k | 55.63 |
| 2024-06-30 | $795k | 15k | 51.87 |
| 2024-03-31 | $845k | 16k | 54.43 |
| 2023-12-31 | $812k | 16k | 52.33 |
| 2023-09-30 | $709k | 16k | 45.69 |
| 2023-06-30 | $720k | 16k | 46.39 |
| 2023-03-31 | $690k | 16k | 44.50 |
| 2022-12-31 | $682k | 16k | 43.95 |
| 2022-09-30 | $604k | 16k | 38.95 |
| 2022-06-30 | $600k | 15k | 40.24 |
| 2022-03-31 | $695k | 15k | 46.61 |
| 2021-12-31 | $709k | 15k | 47.55 |
| 2021-09-30 | $662k | 15k | 44.40 |
| 2021-06-30 | $668k | 15k | 44.80 |