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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
2025-09-30 $884k 28k 31.53
2025-06-30 $758k 26k 28.95
2025-03-31 $664k 26k 25.89
2024-12-31 $641k 25k 25.37
2024-09-30 $660k 24k 27.41
2024-06-30 $247k 9.6k 25.87

More positions owned by Montis Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

Top funds holding Dimensional Etf Trust

Retirement Systems of Alabama
Mather Group
FMR
UBS Group
Coldstream Capital Management
Foster Group
Mariner Wealth Advisors
Factory Mutual Insurance Company
Root Financial Partners
Sontag Advisory
Washington Trust Bank
Cetera Investment Advisers
HighTower Advisors
Northwestern Mutual Wealth Management Company
Evoke Wealth

View all funds holding Dimensional Etf Trust