Dimensional Etf Trust shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $57M | 1.2M | 46.12 |
| 2025-06-30 | $50M | 1.2M | 42.83 |
| 2025-03-31 | $47M | 1.2M | 39.36 |
| 2024-12-31 | $41M | 1.2M | 35.48 |
| 2024-09-30 | $43M | 1.1M | 38.08 |
| 2024-06-30 | $65M | 1.8M | 35.94 |
| 2024-03-31 | $41M | 1.1M | 36.75 |
| 2023-12-31 | $14M | 408k | 34.36 |
| 2023-09-30 | $7.7M | 236k | 32.62 |
| 2023-06-30 | $800k | 24k | 32.85 |
| 2023-03-31 | $785k | 24k | 32.23 |
| 2022-12-31 | $745k | 25k | 30.40 |
| 2022-09-30 | $631k | 25k | 25.75 |
| 2022-06-30 | $708k | 25k | 28.89 |
| 2022-03-31 | $820k | 25k | 33.46 |
| 2021-12-31 | $789k | 24k | 32.84 |