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Dimensional Etf Trust shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 30k 55.63
2024-06-30 $1.5M 30k 51.87
2024-03-31 $1.6M 30k 54.43
2023-12-31 $1.6M 30k 52.33
2023-09-30 $1.4M 30k 45.69
2023-06-30 $1.5M 32k 46.39
2023-03-31 $1.4M 32k 44.50
2022-12-31 $1.4M 32k 43.95
2022-09-30 $1.2M 32k 38.96
2022-06-30 $1.3M 32k 40.21
2022-03-31 $1.5M 32k 46.58
2021-12-31 $1.5M 32k 47.52
2021-09-30 $1.4M 32k 44.40
2021-06-30 $1.4M 32k 44.80