Dimensional Etf Trust shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.6M | 103k | 54.43 |
| 2023-12-31 | $5.6M | 107k | 52.33 |
| 2023-09-30 | $5.2M | 113k | 45.69 |
| 2023-06-30 | $5.4M | 116k | 46.39 |
| 2023-03-31 | $5.4M | 123k | 44.18 |
| 2022-12-31 | $5.4M | 123k | 43.95 |
| 2022-09-30 | $4.8M | 124k | 38.97 |
| 2022-06-30 | $5.1M | 126k | 40.22 |
| 2022-03-31 | $6.1M | 131k | 46.58 |
| 2021-12-31 | $6.5M | 136k | 47.52 |
| 2021-09-30 | $6.3M | 143k | 44.40 |
| 2021-06-30 | $6.4M | 143k | 44.80 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management