Dimensional Etf Trust shares owned by AE Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by AE Wealth Management 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 AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15M | 274k | 54.43 |
| 2023-12-31 | $13M | 256k | 51.58 |
| 2023-09-30 | $10M | 223k | 45.69 |
| 2023-06-30 | $8.7M | 187k | 46.39 |
| 2023-03-31 | $6.5M | 145k | 44.50 |
| 2022-12-31 | $5.0M | 114k | 43.95 |
| 2022-09-30 | $3.7M | 94k | 38.97 |
| 2022-06-30 | $3.3M | 82k | 40.22 |
| 2021-12-31 | $652k | 14k | 47.49 |
| 2021-09-30 | $424k | 9.5k | 44.42 |
| 2021-06-30 | $444k | 9.9k | 44.75 |