Dimensional Etf Trust shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Evercore Wealth Management 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 Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $785k | 25k | 31.38 |
| 2025-06-30 | $734k | 25k | 29.37 |
| 2025-03-31 | $655k | 25k | 26.20 |
| 2024-12-31 | $622k | 25k | 24.86 |
| 2024-09-30 | $675k | 25k | 27.01 |
| 2024-06-30 | $636k | 25k | 25.42 |
| 2024-03-31 | $636k | 25k | 25.44 |
| 2023-09-30 | $570k | 25k | 22.52 |
| 2023-06-30 | $590k | 25k | 23.31 |
| 2023-03-31 | $584k | 25k | 23.06 |
| 2022-12-31 | $547k | 25k | 21.60 |
| 2022-09-30 | $478k | 25k | 18.87 |
| 2022-06-30 | $543k | 25k | 21.44 |
| 2022-03-31 | $632k | 25k | 24.95 |
| 2021-12-31 | $661k | 25k | 26.10 |
| 2021-09-30 | $656k | 25k | 25.90 |
More positions owned by Evercore Wealth Management
Home Depot (HD)
View all positions for Evercore Wealth Management