Dimensional Etf Trust shares owned by Monument Group Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) 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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Quarterly reported holdings in Dimensional Etf Trust by Monument Group Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 776k | 36.35 |
| 2025-06-30 | $26M | 747k | 34.57 |
| 2025-03-31 | $22M | 717k | 31.23 |
| 2024-12-31 | $21M | 718k | 29.20 |
| 2024-09-30 | $27M | 838k | 31.78 |
| 2024-06-30 | $23M | 767k | 29.67 |
| 2024-03-31 | $22M | 718k | 30.22 |
| 2023-12-31 | $18M | 639k | 28.64 |
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