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Dimensional Etf Trust shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.6M 186k 46.12
2025-06-30 $6.1M 141k 42.83
2025-03-31 $5.4M 137k 39.36
2024-12-31 $4.7M 133k 35.48
2024-09-30 $222k 5.8k 38.08
2024-06-30 $209k 5.8k 35.94
2024-03-31 $379k 10k 36.75
2023-12-31 $227k 6.6k 34.36
2023-03-31 $226k 7.0k 32.23
2022-12-31 $213k 7.0k 30.40
2022-06-30 $229k 7.9k 28.88
2022-03-31 $265k 7.9k 33.42
2021-12-31 $260k 7.9k 32.79