Dimensional Etf Trust shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 36k | 46.12 |
| 2025-06-30 | $1.6M | 36k | 42.83 |
| 2025-03-31 | $684k | 17k | 39.36 |
| 2024-12-31 | $621k | 18k | 35.48 |
| 2024-09-30 | $672k | 18k | 38.08 |
| 2024-06-30 | $638k | 18k | 35.94 |
| 2024-03-31 | $641k | 17k | 36.75 |