Dimensional Etf Trust shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $850k | 27k | 31.38 |
| 2025-06-30 | $751k | 26k | 29.37 |
| 2025-03-31 | $631k | 24k | 26.20 |
| 2024-12-31 | $539k | 22k | 24.86 |
| 2024-09-30 | $561k | 21k | 27.01 |
| 2024-03-31 | $633k | 25k | 25.44 |
| 2023-09-30 | $503k | 22k | 22.52 |
| 2023-06-30 | $501k | 22k | 23.31 |
| 2023-03-31 | $490k | 21k | 23.06 |
| 2022-12-31 | $403k | 19k | 21.60 |
| 2022-09-30 | $349k | 19k | 18.90 |
| 2022-06-30 | $384k | 18k | 21.57 |
| 2022-03-31 | $283k | 11k | 25.37 |
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