Dimensional Etf Trust shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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 | 185k | 72.44 |
| 2025-06-30 | $13M | 187k | 67.02 |
| 2025-03-31 | $12M | 205k | 60.48 |
| 2024-12-31 | $13M | 198k | 63.75 |
| 2024-09-30 | $12M | 199k | 62.20 |
| 2024-03-31 | $11M | 187k | 56.98 |
| 2023-12-31 | $9.9M | 190k | 51.83 |
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