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Dimensional Etf Trust shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 25k 46.12
2025-06-30 $1.5M 34k 42.83
2025-03-31 $1.1M 28k 39.36
2024-12-31 $594k 17k 35.48
2024-09-30 $508k 13k 38.08
2024-06-30 $408k 11k 35.94
2024-03-31 $396k 11k 36.75
2023-09-30 $575k 18k 32.62