Dimensional Etf Trust shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $590k | 10k | 58.21 |
| 2025-06-30 | $778k | 14k | 53.96 |
| 2025-03-31 | $756k | 15k | 51.49 |
| 2024-12-31 | $811k | 15k | 55.66 |
| 2024-09-30 | $824k | 15k | 55.63 |
| 2024-06-30 | $768k | 15k | 51.87 |
| 2024-03-31 | $1.1M | 21k | 54.43 |
| 2023-12-31 | $1.1M | 21k | 52.33 |
| 2023-09-30 | $3.9M | 86k | 45.69 |
| 2023-06-30 | $4.0M | 86k | 46.39 |
| 2023-03-31 | $3.9M | 89k | 44.50 |
| 2022-12-31 | $3.9M | 88k | 43.95 |
| 2022-09-30 | $3.5M | 91k | 38.97 |
| 2022-06-30 | $3.7M | 91k | 40.22 |
| 2022-03-31 | $4.2M | 90k | 46.58 |
| 2021-12-31 | $4.1M | 86k | 47.52 |
| 2021-09-30 | $4.0M | 90k | 44.40 |
| 2021-06-30 | $4.0M | 90k | 44.80 |
More positions owned by United Capital Financial Advisers
View all positions for United Capital Financial Advisers