Dimensional Etf Trust shares owned by Grand Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) shares owned by Grand Wealth Management
from 13F filings
Historical chart of Grand Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Grand Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $720k | 18k | 40.95 |
| 2025-06-30 | $586k | 15k | 39.41 |
| 2025-03-31 | $525k | 15k | 34.89 |
| 2024-12-31 | $508k | 16k | 32.85 |
| 2024-09-30 | $541k | 15k | 35.74 |
| 2024-06-30 | $521k | 16k | 32.94 |
| 2024-03-31 | $559k | 17k | 33.67 |
| 2023-12-31 | $568k | 18k | 32.03 |
| 2023-09-30 | $532k | 19k | 28.71 |
| 2023-06-30 | $704k | 23k | 30.45 |
| 2023-03-31 | $461k | 15k | 30.05 |
| 2022-12-31 | $419k | 15k | 27.79 |