Dimensional Etf Trust shares owned by Beta Wealth
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Beta Wealth
from 13F filings
Historical chart of Beta Wealth investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $351k | 9.2k | 38.08 |
2024-06-30 | $329k | 9.2k | 35.94 |
2024-03-31 | $364k | 9.9k | 36.75 |
2023-12-31 | $437k | 13k | 34.36 |
2023-09-30 | $435k | 13k | 32.62 |
2023-06-30 | $438k | 13k | 32.85 |
2023-03-31 | $475k | 15k | 32.23 |
2022-12-31 | $499k | 16k | 30.40 |
2022-09-30 | $461k | 18k | 25.78 |