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Dimensional Etf Trust shares owned by Long Island Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Long Island Wealth Management from 13F filings

Historical chart of Long Island Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Long Island Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Long Island Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 20k 58.21
2025-06-30 $961k 18k 53.96
2025-03-31 $1.0M 20k 51.49
2024-12-31 $1.5M 26k 55.66
2024-09-30 $2.1M 38k 55.63
2024-06-30 $1.7M 32k 51.86
2024-03-31 $1.7M 32k 54.43
2023-12-31 $1.4M 26k 52.35