Dimensional Etf Trust shares owned by Delap Wealth Advisory
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Delap Wealth Advisory
from 13F filings
Historical chart of Delap Wealth Advisory investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 112k | 48.29 |
| 2025-06-30 | $4.4M | 93k | 48.01 |
| 2025-03-31 | $3.6M | 75k | 47.52 |
| 2024-12-31 | $3.1M | 67k | 46.88 |
| 2024-09-30 | $2.2M | 47k | 47.74 |
| 2024-06-30 | $2.8M | 60k | 47.00 |
| 2024-03-31 | $1.2M | 26k | 47.04 |
| 2023-12-31 | $558k | 12k | 47.01 |