Dimensional Etf Trust shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 140k | 58.21 |
| 2025-06-30 | $7.5M | 140k | 53.96 |
| 2025-03-31 | $7.2M | 140k | 51.49 |
| 2024-12-31 | $7.8M | 139k | 55.65 |
| 2024-09-30 | $7.9M | 141k | 55.63 |
| 2024-06-30 | $7.3M | 376k | 19.28 |
| 2024-03-31 | $7.8M | 143k | 54.43 |
| 2023-12-31 | $7.5M | 143k | 52.33 |
| 2023-09-30 | $6.6M | 145k | 45.69 |
| 2023-06-30 | $6.8M | 146k | 46.39 |
| 2023-03-31 | $7.0M | 156k | 44.55 |
| 2022-09-30 | $9.5M | 243k | 38.90 |
| 2022-06-30 | $2.5M | 62k | 40.21 |
| 2022-03-31 | $2.7M | 59k | 46.25 |
| 2021-09-30 | $84k | 1.9k | 44.40 |
| 2021-06-30 | $1.9M | 85k | 22.32 |