Dimensional Etf Trust shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.3M | 44k | 52.78 |
| 2025-12-31 | $166k | 3.3k | 49.90 |
| 2025-09-30 | $154k | 3.3k | 46.12 |
| 2025-06-30 | $143k | 3.3k | 42.83 |
| 2025-03-31 | $131k | 3.3k | 39.36 |
| 2024-12-31 | $118k | 3.3k | 35.48 |
| 2024-09-30 | $127k | 3.3k | 38.08 |
| 2024-06-30 | $120k | 3.3k | 35.94 |
| 2024-03-31 | $122k | 3.3k | 36.75 |
| 2023-12-31 | $114k | 3.3k | 34.36 |
| 2023-09-30 | $133k | 4.1k | 32.62 |
| 2023-06-30 | $218k | 6.6k | 32.85 |
| 2023-03-31 | $214k | 6.6k | 32.23 |
| 2022-12-31 | $202k | 6.6k | 30.40 |
| 2022-09-30 | $221k | 8.6k | 25.82 |
| 2022-06-30 | $247k | 8.6k | 28.86 |
| 2022-03-31 | $287k | 8.6k | 33.53 |
| 2021-12-31 | $281k | 8.6k | 32.83 |
| 2021-09-30 | $280k | 8.6k | 32.71 |