Dimensional Etf Trust shares owned by Grand Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by Grand Wealth Management
from 13F filings
Historical chart of Grand Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Grand Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Grand Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $296k | 7.2k | 41.09 |
| 2025-06-30 | $250k | 6.6k | 38.06 |
| 2025-03-31 | $220k | 6.5k | 33.68 |
| 2024-12-31 | $231k | 7.0k | 33.13 |
| 2024-09-30 | $226k | 6.4k | 35.42 |
| 2024-06-30 | $174k | 5.2k | 33.46 |
| 2024-03-31 | $299k | 9.3k | 32.20 |
| 2023-12-31 | $234k | 7.4k | 31.63 |
| 2023-09-30 | $231k | 7.9k | 29.39 |
| 2023-06-30 | $219k | 7.2k | 30.44 |
| 2023-03-31 | $140k | 4.7k | 29.89 |
| 2022-12-31 | $142k | 5.1k | 28.18 |