Dimensional Etf Trust shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 31k | 46.12 |
| 2025-06-30 | $1.2M | 28k | 42.83 |
| 2025-03-31 | $935k | 24k | 39.36 |
| 2024-12-31 | $833k | 24k | 35.48 |
| 2024-09-30 | $932k | 25k | 38.08 |
| 2024-06-30 | $856k | 24k | 35.94 |
| 2024-03-31 | $691k | 19k | 36.75 |
| 2023-12-31 | $619k | 18k | 34.36 |
| 2023-09-30 | $526k | 16k | 32.62 |
| 2023-06-30 | $544k | 17k | 32.85 |
| 2023-03-31 | $514k | 16k | 32.23 |
| 2022-12-31 | $376k | 12k | 30.40 |
| 2022-09-30 | $201k | 7.8k | 25.74 |