Dimensional Etf Trust shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 5.0k | 72.44 |
| 2025-06-30 | $336k | 5.0k | 67.02 |
| 2025-03-31 | $302k | 5.0k | 60.48 |
| 2024-12-31 | $318k | 5.0k | 63.75 |
| 2024-09-30 | $309k | 5.0k | 62.20 |
| 2024-06-30 | $292k | 5.0k | 58.85 |
| 2024-03-31 | $284k | 5.0k | 56.98 |
| 2023-12-31 | $276k | 5.3k | 51.83 |
| 2023-09-30 | $248k | 5.3k | 46.55 |
| 2023-06-30 | $257k | 5.3k | 48.16 |
| 2023-03-31 | $237k | 5.3k | 44.43 |
| 2022-12-31 | $222k | 5.3k | 41.61 |