Dimensional Etf Trust shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) 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 csvQuarterly reported holdings in Dimensional Etf Trust by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 526k | 48.19 |
| 2025-06-30 | $23M | 482k | 48.01 |
| 2025-03-31 | $20M | 430k | 47.52 |
| 2024-12-31 | $19M | 412k | 46.88 |
| 2024-09-30 | $17M | 359k | 47.74 |
| 2024-06-30 | $16M | 349k | 47.00 |
| 2024-03-31 | $15M | 327k | 47.04 |