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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
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

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

Top funds holding Dimensional Etf Trust

Creative Planning
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Mercer Global Advisors
CI Private Wealth
Buckingham Strategic Partners
Jackson Thornton Asset Management
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Pure Financial Advisors
Asset Dedication
Trust Co of the South
Plan
Truepoint
Resource Consulting Group

View all funds holding Dimensional Etf Trust