Dimensional Etf Trust shares owned by Essential Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Essential Planning
from 13F filings
Historical chart of Essential Planning investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $505k | 16k | 31.84 |
| 2025-06-30 | $467k | 16k | 29.43 |
| 2025-03-31 | $347k | 12k | 28.15 |
| 2024-12-31 | $32M | 1.0M | 31.65 |
| 2024-09-30 | $477k | 16k | 30.80 |
| 2024-06-30 | $446k | 16k | 28.78 |
| 2024-03-31 | $369k | 13k | 29.12 |