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
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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 |
|---|---|---|---|
| 2025-09-30 | $493k | 8.5k | 58.22 |
| 2025-06-30 | $471k | 8.7k | 53.96 |
| 2025-03-31 | $450k | 8.7k | 51.49 |
| 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 |
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