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Dimensional Etf Trust shares owned by Sontag Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DEHP) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 82k 30.54
2025-06-30 $3.0M 108k 28.00
2025-03-31 $3.0M 119k 25.22
2024-12-31 $2.9M 119k 24.74
2024-09-30 $6.4M 240k 26.87

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard MSCI EAFE ETF Etf (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Dimensional Etf Trust

Unison Advisors
Beacon Pointe Advisors
RFG Advisory
von Borstel & Associates
DiNuzzo Private Wealth
Vestmark Advisory Solutions
United Wealth Management
Fortress Wealth Management
Envestnet Asset Management
Goss Wealth Management
Chicago Partners Investment
Quadcap Wealth Management
Mach-1 Financial Group
Integrity Alliance
Meredith Wealth Planning

View all funds holding Dimensional Etf Trust