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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

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All positions including Dimensional Etf Trust held by Valued 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 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