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Dimensional Etf Trust shares owned by Monument Group Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) shares owned by Monument Group Wealth Advisors from 13F filings

Historical chart of Monument Group Wealth Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Monument Group Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.4M 269k 27.41
2024-06-30 $6.5M 250k 25.87
2024-03-31 $5.7M 232k 24.72
2023-12-31 $4.9M 204k 24.11

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Vanguard Short-term Bond Etf Etf (BSV)
Coca Cola Stock (KO)
Microsoft Stock (MSFT)

View all positions for Monument Group Wealth Advisors

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