Dimensional Etf Trust shares owned by Meredith Wealth Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Meredith Wealth Planning
from 13F filings
Historical chart of Meredith Wealth Planning investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Meredith Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dimensional Etf Trust by Meredith Wealth Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.1M | 20k | 55.63 |
2024-06-30 | $1.0M | 20k | 51.87 |
2024-03-31 | $1.1M | 20k | 54.43 |
2023-12-31 | $1.0M | 20k | 52.33 |
2023-09-30 | $913k | 20k | 45.69 |
2023-06-30 | $931k | 20k | 46.39 |
2023-03-31 | $890k | 20k | 44.50 |
2022-12-31 | $881k | 20k | 43.95 |