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Dimensional Etf Trust shares owned by Asset Planning Corporation

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) shares owned by Asset Planning Corporation from 13F filings

Historical chart of Asset Planning Corporation investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Asset Planning Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Asset Planning Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 7.4k 40.95
2025-06-30 $292k 7.4k 39.41
2025-03-31 $1.2M 36k 34.89
2024-12-31 $700k 21k 32.85
2024-09-30 $758k 21k 35.74
2024-06-30 $598k 18k 32.94
2024-03-31 $506k 15k 33.67