Dimensional Etf Trust shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $848k | 21k | 40.95 |
| 2025-06-30 | $830k | 21k | 39.41 |
| 2025-03-31 | $735k | 21k | 34.89 |
| 2024-12-31 | $713k | 22k | 32.85 |
| 2024-09-30 | $775k | 22k | 35.74 |
| 2024-06-30 | $611k | 19k | 32.94 |
| 2024-03-31 | $649k | 19k | 33.67 |
| 2023-12-31 | $544k | 17k | 32.03 |
| 2023-09-30 | $418k | 15k | 28.71 |
| 2023-06-30 | $436k | 14k | 30.45 |
| 2023-03-31 | $253k | 8.4k | 30.05 |
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