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
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dimensional Etf Trust by Valeo Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |