Dimensional Etf Trust shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dimensional Etf Trust by Burns Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $30M | 979k | 30.80 |
2024-06-30 | $24M | 828k | 28.78 |
2024-03-31 | $22M | 724k | 30.10 |
2023-09-30 | $10M | 394k | 25.34 |
2023-06-30 | $8.5M | 332k | 25.70 |
2023-03-31 | $5.0M | 199k | 24.93 |
2022-12-31 | $4.0M | 160k | 24.77 |
2022-09-30 | $764k | 35k | 21.80 |
2022-06-30 | $461k | 20k | 22.57 |