Dimensional Etf Trust shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) 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 | $9.0M | 132k | 68.46 |
| 2025-06-30 | $8.5M | 133k | 63.71 |
| 2025-03-31 | $8.0M | 135k | 59.75 |
| 2024-12-31 | $8.5M | 131k | 65.08 |
| 2024-09-30 | $8.8M | 140k | 62.34 |
| 2024-06-30 | $8.1M | 135k | 60.08 |
| 2024-03-31 | $8.8M | 140k | 62.34 |
| 2023-12-31 | $8.5M | 143k | 59.62 |
| 2023-09-30 | $7.3M | 139k | 52.49 |
| 2023-06-30 | $8.1M | 148k | 54.80 |
| 2023-03-31 | $7.9M | 153k | 51.73 |
| 2022-12-31 | $7.9M | 154k | 51.15 |
| 2022-09-30 | $7.4M | 158k | 46.52 |
| 2022-06-30 | $7.7M | 161k | 48.00 |
| 2022-03-31 | $9.3M | 166k | 56.06 |
| 2021-12-31 | $10M | 172k | 59.99 |
| 2021-09-30 | $10M | 174k | 57.50 |
| 2021-06-30 | $10M | 174k | 58.40 |
More positions owned by Monticello Wealth Management
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