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Dimensional Etf Trust shares owned by Falcon Wealth Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Falcon Wealth Planning from 13F filings

Historical chart of Falcon Wealth Planning investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 13k 31.38
2025-06-30 $371k 13k 29.37
2025-03-31 $331k 13k 26.20
2024-12-31 $332k 13k 24.86
2024-09-30 $759k 28k 27.01
2024-06-30 $475k 19k 25.42
2024-03-31 $528k 21k 25.44
2023-12-31 $507k 21k 24.42
2023-09-30 $467k 21k 22.52
2023-06-30 $484k 21k 23.31
2023-03-31 $479k 21k 23.06
2022-12-31 $448k 21k 21.60
2022-09-30 $392k 21k 18.89
2022-06-30 $445k 21k 21.45
2022-03-31 $518k 21k 24.97
2021-12-31 $523k 20k 26.09