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Dimensional Etf Trust shares owned by Montis Financial

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Dimensional Etf Trust

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

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Quarterly reported holdings in Dimensional Etf Trust by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 4.6k 68.45
2025-06-30 $363k 5.7k 63.71
2025-03-31 $329k 5.5k 59.75
2024-12-31 $352k 5.4k 65.08
2024-09-30 $339k 5.2k 64.87

More positions owned by Montis Financial

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Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Index Fund Advisors
Colony
Pure Financial Advisors
TCI Wealth Advisors
Envestnet Asset Management
Plan
Midwest Trust
Savant Capital Management
Premier Financial Group
First Command Advisory Services
Washington Trust Bank
Evanson Asset Management
Royal Bank of Canada

View all funds holding Dimensional Etf Trust