Dimensional Etf Trust shares owned by Grand Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Grand Wealth Management
from 13F filings
Historical chart of Grand Wealth Management investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Grand Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.0M | 18k | 55.63 |
2024-06-30 | $933k | 18k | 51.87 |
2024-03-31 | $3.0M | 55k | 54.43 |
2023-12-31 | $3.0M | 57k | 52.33 |
2023-09-30 | $2.5M | 56k | 45.69 |
2023-06-30 | $2.6M | 55k | 46.39 |
2023-03-31 | $2.5M | 56k | 44.50 |
2022-12-31 | $2.5M | 56k | 43.95 |
2022-09-30 | $2.2M | 58k | 38.98 |
2022-06-30 | $2.2M | 54k | 40.22 |
2022-03-31 | $2.3M | 49k | 46.59 |
2021-12-31 | $2.2M | 46k | 47.52 |