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Dimensional Etf Trust shares owned by Montis Financial

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Montis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 6.1k 39.69
2024-06-30 $204k 5.5k 37.49

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View all positions for Montis Financial

Top funds holding Dimensional Etf Trust

Sequoia Financial Advisors
Modera Wealth Management
Aquire Wealth Advisors
Hanson McClain Advisors
Kooman & Associates
Resources Investment Advisors
Spinnaker Investment Group
Arista Wealth Management
AE Wealth Management
Meridian Wealth Partners
Colony
Buckingham Asset Management
Evoke Wealth
Billeaud Capital Management
HB Wealth Management

View all funds holding Dimensional Etf Trust