Dimensional Etf Trust shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42k | 904 | 46.12 |
| 2025-06-30 | $39k | 904 | 42.83 |
| 2025-03-31 | $36k | 904 | 39.36 |
| 2024-12-31 | $32k | 904 | 35.48 |
| 2024-09-30 | $34k | 904 | 38.08 |
| 2024-03-31 | $42k | 1.1k | 36.75 |
| 2023-12-31 | $39k | 1.1k | 34.36 |
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