Dimensional Etf Trust shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Total Wealth Planning 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 |
---|---|---|---|
2024-09-30 | $11M | 355k | 30.80 |
2024-06-30 | $10M | 330k | 31.24 |
2024-03-31 | $9.1M | 302k | 30.10 |
2023-12-31 | $8.1M | 280k | 29.12 |
2023-09-30 | $6.5M | 257k | 25.34 |
2023-06-30 | $5.7M | 223k | 25.70 |
2023-03-31 | $4.3M | 171k | 24.93 |
2022-12-31 | $3.1M | 126k | 24.77 |
2022-09-30 | $2.4M | 111k | 21.79 |
2022-06-30 | $1.1M | 49k | 22.57 |