Ownership history in Diversified Trust Co · 12 quarters on record
This page tracks every 13F SEC filing in which Diversified Trust Co reported a position in DFA INVT DIMENSIONS GROUP IN (DFEMX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 5,858 | — | 0% | 0.00% | $218K | $37.13 |
| 2025 Q3 | REDUCED | 5,858 | -13,849 | -70.3% | 0.00% | $208K | $35.25 |
| 2024 Q4 | UNCHANGED | 19,707 | — | 0% | 0.01% | $563K | $27.80 |
| 2024 Q3 | UNCHANGED | 19,707 | — | 0% | 0.02% | $613K | $29.97 |
| 2024 Q2 | REDUCED | 19,707 | -9,747 | -33.1% | 0.02% | $580K | $28.01 |
| 2024 Q1 | UNCHANGED | 29,454 | — | 0% | 0.03% | $831K | $26.69 |
| 2023 Q4 | UNCHANGED | 29,454 | — | 0% | 0.03% | $811K | $26.00 |
| 2023 Q3 | UNCHANGED | 29,454 | — | 0% | 0.03% | $763K | $24.13 |
| 2023 Q2 | UNCHANGED | 29,454 | — | 0% | 0.03% | $791K | $24.73 |
| 2023 Q1 | UNCHANGED | 29,454 | — | 0% | 0.03% | $781K | $24.21 |