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Dimensional Etf Trust shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 81k 31.89
2025-06-30 $2.5M 82k 29.99
2025-03-31 $2.2M 82k 27.05
2024-12-31 $2.0M 77k 26.21
2024-09-30 $2.2M 76k 28.46
2024-06-30 $1.9M 70k 27.50
2024-03-31 $1.8M 69k 25.96
2023-12-31 $1.4M 55k 25.20
2023-09-30 $828k 35k 23.67
2023-06-30 $852k 35k 24.37