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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All positions including Dimensional Etf Trust held by Waypoint Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |