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Dimensional Etf Trust shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2025-09-30 $979k 24k 41.09
2025-06-30 $513k 14k 38.06
2025-03-31 $489k 15k 33.68
2024-12-31 $476k 14k 33.13
2024-09-30 $478k 14k 35.42
2024-06-30 $420k 13k 33.46
2024-03-31 $354k 11k 32.20
2023-12-31 $269k 8.5k 31.63