Monticello Wealth Management »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
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