Dimensional Etf Trust shares owned by Waypoint Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) shares owned by Waypoint Wealth Partners
from 13F filings
Historical chart of Waypoint Wealth Partners investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Waypoint Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.1M | 78k | 39.41 |
| 2024-12-31 | $1.8M | 56k | 32.85 |
| 2024-09-30 | $1.5M | 43k | 35.74 |
| 2024-06-30 | $1.4M | 44k | 32.94 |
| 2024-03-31 | $681k | 20k | 33.67 |
| 2023-12-31 | $472k | 15k | 32.03 |
| 2023-09-30 | $402k | 14k | 28.71 |
| 2023-06-30 | $308k | 10k | 30.45 |
| 2023-03-31 | $282k | 9.4k | 30.05 |