CWM »

Dimensional Etf Trust shares owned by CWM

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by CWM from 13F filings

Historical chart of CWM investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $48M 967k 49.90
2025-09-30 $4.3M 94k 46.12
2025-06-30 $3.8M 90k 42.83
2025-03-31 $2.9M 73k 39.37
2024-12-31 $2.6M 73k 35.48
2024-09-30 $4.0M 104k 38.08
2024-06-30 $3.5M 96k 35.94
2024-03-31 $500k 14k 36.78
2023-12-31 $246k 7.2k 34.37
2023-09-30 $221k 6.8k 32.62
2023-06-30 $296k 9.0k 32.84
2023-03-31 $214k 6.6k 32.21
2022-12-31 $201k 6.6k 30.35
2022-09-30 $181k 7.0k 25.79
2022-06-30 $202k 7.0k 28.89
2021-12-31 $196k 6.0k 32.78