Dimensional Etf Trust shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 92k | 31.38 |
| 2025-06-30 | $2.7M | 92k | 29.37 |
| 2025-03-31 | $2.5M | 96k | 26.20 |
| 2024-12-31 | $2.3M | 95k | 24.86 |
| 2024-09-30 | $1.4M | 52k | 27.01 |