Dimensional Investment shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Dimensional Investment (DFUSX) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Dimensional Investment
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Investment held by Diversified Trust Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Investment by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 55k | 38.22 |
| 2024-06-30 | $2.0M | 55k | 36.21 |
| 2024-03-31 | $1.9M | 55k | 34.85 |
| 2023-12-31 | $1.5M | 47k | 31.62 |
| 2023-09-30 | $1.5M | 52k | 29.24 |
| 2023-06-30 | $1.7M | 57k | 30.33 |
| 2023-03-31 | $1.6M | 57k | 28.00 |
| 2022-12-31 | $1.5M | 57k | 26.16 |
| 2022-09-30 | $1.5M | 58k | 25.49 |
| 2022-06-30 | $1.6M | 58k | 26.93 |
| 2022-03-31 | $1.9M | 58k | 32.24 |
| 2021-12-31 | $2.0M | 58k | 33.89 |
| 2021-09-30 | $1.9M | 58k | 32.30 |
| 2021-06-30 | $1.9M | 61k | 32.23 |
| 2021-03-31 | $1.8M | 61k | 29.78 |
| 2020-12-31 | $1.7M | 61k | 28.14 |
| 2020-09-30 | $1.5M | 60k | 25.78 |
| 2020-06-30 | $1.4M | 60k | 23.77 |
| 2020-03-31 | $1.2M | 60k | 19.81 |
| 2019-12-31 | $1.5M | 60k | 24.78 |
| 2019-09-30 | $1.4M | 60k | 22.98 |
| 2019-06-30 | $1.3M | 58k | 22.68 |
| 2019-03-31 | $1.3M | 58k | 21.84 |
| 2018-12-31 | $1.1M | 58k | 19.31 |
| 2018-09-30 | $1.3M | 58k | 22.61 |
| 2018-06-30 | $1.5M | 70k | 21.10 |
| 2018-03-31 | $1.5M | 71k | 20.49 |
| 2017-12-31 | $1.5M | 71k | 20.71 |