Dimensional Etf Trust shares owned by Falcon Wealth Planning
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Falcon Wealth Planning
from 13F filings
Historical chart of Falcon Wealth Planning investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Falcon Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Falcon Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $845k | 16k | 54.43 |
| 2023-12-31 | $812k | 16k | 52.33 |
| 2023-09-30 | $709k | 16k | 45.69 |
| 2023-06-30 | $720k | 16k | 46.39 |
| 2023-03-31 | $690k | 16k | 44.50 |
| 2022-12-31 | $682k | 16k | 43.95 |
| 2022-09-30 | $604k | 16k | 38.95 |
| 2022-06-30 | $600k | 15k | 40.24 |
| 2022-03-31 | $695k | 15k | 46.61 |
| 2021-12-31 | $709k | 15k | 47.55 |
| 2021-09-30 | $662k | 15k | 44.40 |
| 2021-06-30 | $668k | 15k | 44.80 |