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Dimensional Etf Trust shares owned by Vestia Personal Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Vestia Personal Wealth Advisors from 13F filings

Historical chart of Vestia Personal Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Vestia Personal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 348k 46.12
2025-06-30 $14M 331k 42.83
2025-03-31 $11M 286k 39.36
2024-12-31 $9.6M 272k 35.48
2024-09-30 $9.3M 243k 38.08
2024-06-30 $8.6M 239k 35.94