Dimensional Etf Trust shares owned by Waypoint Wealth Partners
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by Waypoint Wealth Partners
from 13F filings
Historical chart of Waypoint Wealth Partners investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Waypoint Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $466k | 15k | 32.20 |
2023-12-31 | $321k | 10k | 31.62 |
2023-09-30 | $298k | 10k | 29.39 |
2023-06-30 | $285k | 9.4k | 30.44 |
2023-03-31 | $291k | 9.7k | 29.89 |