Dimensional Etf Trust shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 18k | 72.44 |
| 2025-06-30 | $1.0M | 15k | 67.02 |
| 2025-03-31 | $923k | 15k | 60.48 |
| 2024-12-31 | $968k | 15k | 63.75 |
| 2024-09-30 | $944k | 15k | 62.20 |
| 2024-06-30 | $866k | 15k | 58.85 |
| 2024-03-31 | $836k | 15k | 56.98 |
| 2023-12-31 | $761k | 15k | 51.83 |
| 2023-09-30 | $668k | 14k | 46.55 |
| 2023-06-30 | $617k | 13k | 48.16 |
| 2023-03-31 | $570k | 13k | 44.43 |
| 2022-12-31 | $533k | 13k | 41.61 |
| 2022-09-30 | $498k | 13k | 38.85 |
| 2022-06-30 | $522k | 13k | 40.73 |
| 2022-03-31 | $628k | 13k | 49.00 |
| 2021-12-31 | $663k | 13k | 51.73 |
| 2021-09-30 | $604k | 13k | 47.12 |
| 2021-06-30 | $604k | 13k | 47.12 |