Dimensional Etf Trust shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 393k | 31.84 |
| 2025-06-30 | $12M | 405k | 29.43 |
| 2025-03-31 | $11M | 397k | 28.15 |
| 2024-12-31 | $13M | 412k | 30.78 |
| 2024-09-30 | $15M | 485k | 30.80 |
| 2024-03-31 | $18M | 603k | 30.10 |
| 2023-12-31 | $15M | 530k | 29.12 |
More positions owned by Private Wealth Management Group
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