Dimensional Etf Trust shares owned by Forum Private Client Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 31k | 45.76 |
| 2025-06-30 | $1.3M | 31k | 42.36 |
| 2025-03-31 | $1.3M | 33k | 38.44 |
| 2024-12-31 | $1.2M | 30k | 40.49 |
| 2024-09-30 | $1.4M | 36k | 39.69 |
| 2024-03-31 | $1.7M | 46k | 36.54 |
| 2023-12-31 | $1.7M | 51k | 33.25 |
| 2023-06-30 | $1.9M | 60k | 30.99 |
| 2023-03-31 | $1.7M | 58k | 28.77 |
| 2022-12-31 | $1.6M | 58k | 27.02 |
| 2022-09-30 | $1.4M | 55k | 25.15 |
| 2022-06-30 | $1.5M | 55k | 26.43 |
| 2022-03-31 | $1.5M | 49k | 31.51 |
More positions owned by Forum Private Client Group
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