Total Wealth Planning »

Dimensional Etf Trust shares owned by Total Wealth Planning

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Total Wealth Planning from 13F filings

Historical chart of Total Wealth Planning investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.1M 302k 30.10
2023-12-31 $8.1M 280k 29.12
2023-09-30 $6.5M 257k 25.34
2023-06-30 $5.7M 223k 25.70
2023-03-31 $4.3M 171k 24.93
2022-12-31 $3.1M 126k 24.77
2022-09-30 $2.4M 111k 21.79
2022-06-30 $1.1M 49k 22.57