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Dimensional Etf Trust shares owned by Montz Harcus Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Montz Harcus Wealth Management from 13F filings

Historical chart of Montz Harcus Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $253k 3.6k 71.12
2025-12-31 $248k 3.6k 69.68
2025-09-30 $243k 3.5k 68.47
2025-06-30 $225k 3.5k 63.70
2025-03-31 $201k 3.4k 59.74

More positions owned by Montz Harcus Wealth Management

Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust State Street Spd (SPMD)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds State Street Spd (SPDW)
Vanguard Whitehall Fds High Div Yld (VYM)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Apple (AAPL)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Home Ban (HBCP)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Montz Harcus Wealth Management

Top funds holding Dimensional Etf Trust

Creative Planning
Northern Trust
Bank of America Corporation
Index Fund Advisors
Colony
Pure Financial Advisors
TCI Wealth Advisors
Envestnet Asset Management
Root Financial Partners
Midwest Trust
Mercer Global Advisors
Plan
Vise Technologies
Royal Bank of Canada
Bank Of Montreal

View all funds holding Dimensional Etf Trust