Dimensional Etf Trust shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $348k | 4.8k | 72.45 |
| 2025-06-30 | $321k | 4.8k | 67.03 |
| 2025-03-31 | $289k | 4.8k | 60.47 |
| 2024-12-31 | $304k | 4.8k | 63.75 |
| 2024-09-30 | $295k | 4.8k | 62.20 |
| 2024-06-30 | $279k | 4.7k | 58.85 |
| 2024-03-31 | $269k | 4.7k | 56.98 |