Dimensional Etf Trust shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 28k | 46.12 |
| 2025-06-30 | $1.2M | 28k | 42.83 |
| 2025-03-31 | $1.1M | 27k | 39.36 |
| 2024-12-31 | $958k | 27k | 35.48 |
| 2024-09-30 | $1.0M | 27k | 38.08 |
| 2024-06-30 | $1.1M | 30k | 35.94 |
| 2024-03-31 | $1.1M | 31k | 36.75 |
| 2023-12-31 | $1.1M | 31k | 34.36 |
| 2023-09-30 | $1.0M | 31k | 32.62 |
| 2023-06-30 | $984k | 30k | 32.85 |
| 2023-03-31 | $817k | 25k | 32.23 |
| 2022-12-31 | $816k | 27k | 30.40 |
| 2022-09-30 | $685k | 27k | 25.75 |
| 2022-06-30 | $773k | 27k | 28.88 |
| 2022-03-31 | $896k | 27k | 33.47 |
| 2021-12-31 | $878k | 27k | 32.80 |
| 2021-09-30 | $1.1M | 33k | 32.74 |