Dimensional Investment shares owned by Lawrence Kelly & Associates, Incorporated
Quarter-by-quarter ownership of Dimensional Investment (DFUSX) shares owned by Lawrence Kelly & Associates, Incorporated
from 13F filings
Historical chart of Lawrence Kelly & Associates, Incorporated investment in Dimensional Investment
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Quarterly reported holdings in Dimensional Investment by Lawrence Kelly & Associates, Incorporated
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $169k | 4.4k | 38.22 |
| 2024-06-30 | $160k | 4.4k | 36.21 |
| 2024-03-31 | $154k | 4.4k | 34.85 |
| 2023-09-30 | $130k | 4.4k | 29.24 |
| 2023-06-30 | $127k | 4.4k | 28.73 |
| 2023-03-31 | $124k | 4.4k | 28.00 |
| 2022-12-31 | $116k | 4.4k | 26.15 |
| 2022-09-30 | $113k | 4.4k | 25.51 |
| 2022-06-30 | $120k | 4.4k | 27.09 |
| 2022-03-31 | $143k | 4.4k | 32.28 |
| 2021-12-31 | $150k | 4.4k | 33.86 |
More positions owned by Lawrence Kelly & Associates, Incorporated
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