Dimensional Etf Trust shares owned by Fortis Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Fortis Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $225k | 5.9k | 38.08 |
2024-06-30 | $211k | 5.9k | 35.94 |
2024-03-31 | $212k | 5.8k | 36.75 |
2023-09-30 | $186k | 5.7k | 32.62 |
2023-06-30 | $185k | 5.6k | 32.85 |
2023-03-31 | $179k | 5.5k | 32.23 |
2022-12-31 | $168k | 5.5k | 30.40 |
2022-09-30 | $141k | 5.5k | 25.80 |
2022-06-30 | $157k | 5.4k | 28.88 |
2022-03-31 | $178k | 5.3k | 33.48 |
2021-12-31 | $174k | 5.3k | 32.79 |
2021-09-30 | $171k | 5.2k | 32.81 |