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Dimensional Etf Trust shares owned by Sontag Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $62M 2.1M 29.20
2024-09-30 $58M 1.8M 31.78
2024-06-30 $4.4M 149k 29.67
2024-03-31 $4.3M 143k 30.22
2023-12-31 $3.8M 131k 28.64

More positions owned by Sontag Advisory

iShares Core S&P 500 ETF Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard MSCI EAFE ETF Etf (VEA)
iShares S&P Midcap 400 Index Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares Total US Bond ETF Etf (IUSB)
Schwab International Equity ETF Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Extended Market ETF Etf (VXF)

View all positions for Sontag Advisory

Top funds holding Dimensional Etf Trust

Essential Planning
Sym Financial Corporation
Bank of America Corporation
Envestnet Asset Management
Cable Hill Partners
CI Private Wealth
Wiley Bros.-aintree Capital
Northern Trust
Royal Bank of Canada
Moisand Fitzgerald Tamayo
UBS Group
Root Financial Partners
Pure Financial Advisors
Resources Investment Advisors
Hartland & Co

View all funds holding Dimensional Etf Trust