Dimensional Etf Trust shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $440k | 7.4k | 59.54 |
| 2025-09-30 | $3.6M | 62k | 58.21 |
| 2025-06-30 | $3.3M | 62k | 53.96 |
| 2025-03-31 | $3.3M | 64k | 51.49 |
| 2024-12-31 | $3.7M | 66k | 55.66 |
| 2024-09-30 | $3.7M | 67k | 55.63 |
| 2024-06-30 | $3.8M | 68k | 56.31 |
| 2024-03-31 | $3.7M | 69k | 54.43 |
| 2023-12-31 | $3.7M | 70k | 52.33 |
| 2023-09-30 | $3.2M | 71k | 45.69 |
| 2023-06-30 | $1.7M | 38k | 46.39 |
| 2023-03-31 | $1.7M | 38k | 44.50 |
| 2022-12-31 | $1.7M | 38k | 43.95 |
| 2022-09-30 | $1.6M | 40k | 38.97 |
| 2022-06-30 | $1.7M | 43k | 40.21 |
| 2022-03-31 | $2.4M | 51k | 46.58 |
| 2021-09-30 | $2.0M | 45k | 44.41 |