Dimensional Etf Trust shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $930k | 27k | 34.59 |
| 2024-09-30 | $925k | 27k | 34.29 |
| 2024-06-30 | $869k | 27k | 32.24 |
| 2024-03-31 | $860k | 27k | 31.95 |
| 2023-12-31 | $829k | 28k | 29.23 |
| 2023-09-30 | $742k | 28k | 26.20 |
| 2023-06-30 | $767k | 28k | 27.15 |
| 2023-03-31 | $719k | 28k | 25.48 |
| 2022-12-31 | $694k | 29k | 24.28 |
| 2022-09-30 | $642k | 29k | 22.51 |
| 2022-06-30 | $663k | 29k | 23.29 |
| 2022-03-31 | $796k | 28k | 28.01 |
| 2021-12-31 | $822k | 28k | 28.96 |
| 2021-09-30 | $761k | 28k | 26.86 |
| 2021-06-30 | $776k | 29k | 26.99 |