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Dimensional Etf Trust shares owned by Montis Financial

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) 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 $660k 24k 27.41
2024-06-30 $247k 9.6k 25.87

More positions owned by Montis Financial

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Ishares Tr Pfd And Incm Sec (PFF)
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Montis Financial

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
Bank of America Corporation
Foster Group
Mariner Wealth Advisors
Factory Mutual Insurance Company
Mercer Global Advisors
Cable Hill Partners
Envestnet Asset Management
Sontag Advisory
Private Ocean
CI Private Wealth
Millburn Ridgefield
Creative Planning
Catalyst Capital Advisors

View all funds holding Dimensional Etf Trust