Dimensional Etf Trust shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dimensional Etf Trust by Burns Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $516k | 15k | 35.42 |
2024-06-30 | $488k | 15k | 33.46 |
2024-03-31 | $390k | 12k | 32.20 |
2023-09-30 | $330k | 11k | 29.39 |
2023-06-30 | $342k | 11k | 30.44 |
2023-03-31 | $336k | 11k | 29.89 |
2022-12-31 | $316k | 11k | 28.18 |