Dimensional Etf Trust shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $547k | 14k | 39.69 |
2024-06-30 | $539k | 14k | 39.14 |
2024-03-31 | $503k | 14k | 36.54 |
2023-12-31 | $475k | 14k | 33.25 |
2023-09-30 | $513k | 17k | 29.95 |
2023-06-30 | $638k | 21k | 30.99 |
2023-03-31 | $689k | 24k | 28.77 |
2022-12-31 | $645k | 24k | 27.02 |
2022-09-30 | $839k | 33k | 25.15 |
2022-06-30 | $5.0M | 188k | 26.43 |
2022-03-31 | $9.4M | 299k | 31.52 |