Dimensional Etf Trust shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAW) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $537k | 7.5k | 71.86 |
| 2025-06-30 | $658k | 9.8k | 67.08 |
| 2025-03-31 | $673k | 11k | 61.28 |
| 2024-12-31 | $574k | 9.2k | 62.46 |
| 2024-09-30 | $350k | 5.5k | 63.46 |
| 2024-06-30 | $491k | 7.9k | 62.32 |
| 2024-03-31 | $389k | 6.6k | 59.13 |