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Dimensional Etf Trust shares owned by Wealth Dimensions Group

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

Historical chart of Wealth Dimensions Group investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Wealth Dimensions Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 501k 31.84
2025-06-30 $13M 457k 29.43
2025-03-31 $12M 437k 28.15
2024-12-31 $12M 385k 30.78
2024-09-30 $11M 352k 30.80
2024-06-30 $8.4M 291k 28.78
2024-03-31 $7.6M 251k 30.10
2023-12-31 $6.4M 221k 29.12
2023-09-30 $4.6M 180k 25.34
2023-06-30 $3.5M 135k 25.70
2023-03-31 $2.4M 98k 24.93
2022-12-31 $1.7M 68k 24.77