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Dimensional Etf Trust shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) 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

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Quarterly reported holdings in Dimensional Etf Trust by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $320k 8.7k 36.54
2024-03-31 $320k 8.7k 36.54
2023-12-31 $291k 8.7k 33.25

More positions owned by Monticello Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Core Intrmediate (UBND)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Monticello Wealth Management

Top funds holding Dimensional Etf Trust

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View all funds holding Dimensional Etf Trust