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Dimensional Etf Trust shares owned by Montis Financial

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 70k 34.29
2024-06-30 $2.4M 76k 32.24
2024-03-31 $2.6M 81k 31.95

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Ishares Tr Core S&p Mcp Etf (IJH)
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Ishares Tr Core S&p Scp Etf (IJR)
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View all positions for Montis Financial

Top funds holding Dimensional Etf Trust

Envestnet Asset Management
Mercer Global Advisors
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Buckingham Asset Management
LPL Financial
Buckingham Strategic Partners
Plan
Commonwealth Equity Services
Savant Capital Management
Rockwood Wealth Management
SJS Investment Consulting
Apella Capital
Sontag Advisory
Private Ocean

View all funds holding Dimensional Etf Trust