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Dimensional Etf Trust shares owned by Monument Group Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Monument Group Wealth Advisors from 13F filings

Historical chart of Monument Group Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Monument Group Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $494k 8.9k 55.66
2024-09-30 $502k 9.0k 55.63
2024-06-30 $468k 9.0k 51.87
2024-03-31 $522k 9.6k 54.43
2023-12-31 $470k 9.0k 52.33

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Small-cap Etf Etf (VB)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Apple Stock (AAPL)
Vanguard Short-term Bond Etf Etf (BSV)
Avantis U.s. Equity Etf Etf (AVUS)
Coca Cola Stock (KO)

View all positions for Monument Group Wealth Advisors

Top funds holding Dimensional Etf Trust

Creative Planning
Colony
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Pure Financial Advisors
Buckingham Strategic Partners
Jackson Thornton Asset Management
CI Private Wealth
Wealth Enhancement Advisory Services
Asset Dedication
Envestnet Asset Management
RW Investment Management
EP Wealth Advisors
Trust Co of the South

View all funds holding Dimensional Etf Trust