Dimensional Etf Trust shares owned by ShankerValleau Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by ShankerValleau Wealth Advisors
from 13F filings
Historical chart of ShankerValleau Wealth Advisors investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by ShankerValleau Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by ShankerValleau Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 388k | 46.12 |
| 2025-06-30 | $17M | 387k | 42.83 |
| 2025-03-31 | $17M | 430k | 39.36 |
| 2024-12-31 | $16M | 461k | 35.48 |
| 2024-09-30 | $9.0M | 235k | 38.08 |
| 2024-06-30 | $8.4M | 233k | 35.94 |
| 2024-03-31 | $8.7M | 237k | 36.75 |
| 2023-12-31 | $8.1M | 235k | 34.36 |
| 2023-09-30 | $7.4M | 227k | 32.62 |
| 2023-06-30 | $7.3M | 221k | 32.85 |
| 2023-03-31 | $7.0M | 219k | 32.23 |
| 2022-12-31 | $6.8M | 225k | 30.40 |
| 2022-09-30 | $6.3M | 243k | 25.76 |
| 2022-06-30 | $6.6M | 229k | 28.89 |
| 2022-03-31 | $8.3M | 247k | 33.48 |
| 2021-12-31 | $8.0M | 244k | 32.82 |
More positions owned by ShankerValleau Wealth Advisors
View all positions for ShankerValleau Wealth Advisors