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Dimensional Etf Trust shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.7k 236 41.25

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Dimensional Etf Trust

Larry Mathis Financial Planning
Envestnet Asset Management
First Command Advisory Services
Prudential Financial
Coldstream Capital Management
Wiley Bros.-aintree Capital
Bank of America Corporation
Northern Trust
Sym Financial Corporation
Royal Bank of Canada
Root Financial Partners
Mariner Wealth Advisors
UBS Group
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial

View all funds holding Dimensional Etf Trust