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Dimensional Etf Trust shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 55k 32.89
2025-09-30 $1.9M 59k 31.84
2025-06-30 $1.9M 66k 29.43
2025-03-31 $272k 9.7k 28.15
2024-12-31 $302k 9.8k 30.78
2024-09-30 $419k 14k 30.80
2024-06-30 $438k 15k 28.78
2024-03-31 $467k 16k 30.10
2023-12-31 $452k 16k 29.12
2023-09-30 $327k 13k 25.34
2023-06-30 $314k 12k 25.70
2023-03-31 $255k 10k 24.93