Dimensional Etf Trust shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Intergy Private Wealth 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 |
---|---|---|---|
2024-03-31 | $1.1M | 20k | 54.43 |
2023-12-31 | $1.1M | 20k | 52.33 |
2023-09-30 | $749k | 16k | 45.69 |
2023-06-30 | $772k | 17k | 46.39 |
2023-03-31 | $741k | 17k | 44.50 |
2022-12-31 | $733k | 17k | 43.95 |
2022-09-30 | $692k | 18k | 38.94 |