Dimensional Etf Trust shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 103k | 40.95 |
| 2025-06-30 | $3.6M | 90k | 39.41 |
| 2025-03-31 | $3.1M | 89k | 34.89 |
| 2024-12-31 | $2.6M | 78k | 33.08 |
| 2024-09-30 | $2.8M | 77k | 35.74 |
| 2024-06-30 | $2.5M | 77k | 32.94 |
| 2024-03-31 | $1.6M | 48k | 33.67 |
| 2023-12-31 | $1.5M | 48k | 32.03 |