Dimensional Etf Trust shares owned by Essential Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Essential Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 143k | 48.19 |
| 2025-06-30 | $5.3M | 110k | 48.01 |
| 2025-03-31 | $4.5M | 95k | 47.52 |
| 2024-12-31 | $197M | 4.2M | 47.31 |
| 2024-09-30 | $3.2M | 67k | 47.74 |
| 2024-06-30 | $2.7M | 58k | 47.00 |
| 2024-03-31 | $2.5M | 53k | 47.01 |
| 2023-09-30 | $2.0M | 43k | 46.38 |
| 2023-06-30 | $2.0M | 43k | 46.35 |
| 2023-03-31 | $1.9M | 40k | 46.66 |