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Dimensional Etf Trust shares owned by Beta Wealth

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Beta Wealth from 13F filings

Historical chart of Beta Wealth investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Beta Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 91k 47.74
2024-06-30 $4.4M 94k 47.00
2024-03-31 $4.0M 85k 47.04
2022-12-31 $738k 16k 46.09
2022-09-30 $713k 16k 45.98
2022-06-30 $776k 17k 46.88
2022-03-31 $1.2M 25k 47.91