Dimensional Etf Trust shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) 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 | $6.8M | 188k | 36.35 |
| 2025-06-30 | $6.6M | 192k | 34.57 |
| 2025-03-31 | $6.5M | 209k | 31.23 |
| 2024-12-31 | $7.0M | 240k | 29.20 |
| 2024-09-30 | $8.2M | 257k | 31.78 |
| 2024-06-30 | $8.9M | 301k | 29.67 |
| 2024-03-31 | $12M | 381k | 30.22 |
| 2023-12-31 | $22M | 762k | 28.64 |
| 2023-09-30 | $1.4M | 54k | 26.11 |
| 2023-06-30 | $822k | 30k | 27.32 |
| 2023-03-31 | $840k | 34k | 25.04 |
| 2022-12-31 | $840k | 34k | 25.04 |
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