Dimensional Etf Trust shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 59k | 31.53 |
| 2025-06-30 | $1.8M | 61k | 28.95 |
| 2025-03-31 | $1.8M | 68k | 25.89 |
| 2024-12-31 | $3.1M | 122k | 25.37 |
| 2024-09-30 | $3.5M | 128k | 27.41 |
| 2024-06-30 | $2.4M | 92k | 25.87 |
| 2024-03-31 | $3.2M | 128k | 24.72 |
| 2023-12-31 | $5.8M | 242k | 24.11 |
| 2023-09-30 | $570k | 25k | 22.57 |
| 2023-06-30 | $469k | 20k | 23.46 |
| 2023-03-31 | $627k | 29k | 21.95 |
| 2022-12-31 | $627k | 29k | 21.95 |
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