Dimensional Etf Trust shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $960k | 25k | 38.08 |
| 2024-06-30 | $902k | 25k | 35.94 |
| 2024-03-31 | $909k | 25k | 36.75 |
| 2023-12-31 | $848k | 25k | 34.36 |
| 2023-09-30 | $800k | 25k | 32.62 |
| 2023-06-30 | $800k | 24k | 32.85 |
| 2023-03-31 | $774k | 24k | 32.23 |
| 2022-12-31 | $727k | 24k | 30.40 |
| 2022-09-30 | $612k | 24k | 25.77 |
| 2022-06-30 | $683k | 24k | 28.87 |
More positions owned by Aurum Wealth Management Group
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