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
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Quarterly reported holdings in Dimensional Etf Trust by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $351k | 7.6k | 46.12 |
| 2025-06-30 | $271k | 6.3k | 42.83 |
| 2025-03-31 | $348k | 8.8k | 39.36 |
| 2024-12-31 | $342k | 9.6k | 35.48 |
| 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 |