Dimensional Etf Trust shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $28M | 727k | 38.08 |
2024-06-30 | $26M | 684k | 37.32 |
2024-03-31 | $24M | 651k | 36.75 |
2023-12-31 | $21M | 620k | 34.36 |
2023-09-30 | $18M | 555k | 32.62 |
2023-06-30 | $17M | 504k | 32.85 |
2023-03-31 | $14M | 422k | 32.23 |
2022-12-31 | $8.0M | 264k | 30.40 |
2022-09-30 | $6.0M | 234k | 25.76 |
2022-06-30 | $1.4M | 47k | 28.88 |