Dimensional Etf Trust shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 71k | 38.08 |
| 2024-06-30 | $5.3M | 147k | 35.94 |
| 2024-03-31 | $2.8M | 76k | 36.75 |
| 2023-12-31 | $2.9M | 85k | 34.36 |
| 2023-09-30 | $6.3M | 192k | 32.62 |
| 2023-06-30 | $6.4M | 194k | 32.85 |
| 2023-03-31 | $3.7M | 113k | 32.23 |
| 2022-12-31 | $3.2M | 105k | 30.40 |