Dimensional Etf Trust shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $541k | 12k | 46.12 |
| 2025-06-30 | $502k | 12k | 42.83 |
| 2025-03-31 | $461k | 12k | 39.36 |
| 2024-12-31 | $416k | 12k | 35.48 |
| 2024-09-30 | $446k | 12k | 38.08 |
| 2024-03-31 | $431k | 12k | 36.75 |
| 2023-12-31 | $403k | 12k | 34.36 |
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