Dimensional Etf Trust shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 23k | 46.12 |
| 2025-06-30 | $991k | 23k | 42.83 |
| 2025-03-31 | $927k | 24k | 39.36 |
| 2024-12-31 | $851k | 24k | 35.48 |
| 2024-09-30 | $884k | 23k | 38.08 |
| 2024-06-30 | $838k | 23k | 35.94 |
| 2024-03-31 | $841k | 23k | 36.75 |
| 2023-09-30 | $698k | 21k | 32.62 |