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Dimensional Etf Trust shares owned by Montis Financial

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

Historical chart of Montis Financial investment in Dimensional Etf Trust

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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 $253k 9.3k 27.01
2024-06-30 $483k 19k 25.42
2024-03-31 $777k 31k 25.44

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Ishares Tr Core S&p Mcp Etf (IJH)
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Ishares Tr Core S&p Scp Etf (IJR)
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View all positions for Montis Financial

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Colony
Envestnet Asset Management
LPL Financial
Geometric Wealth Advisors
Commonwealth Equity Services
Monograph Wealth Advisors
Glenmede Trust Company
Hanson McClain Advisors
Plan
Brian McDonald
Great Waters Wealth Management
JFS Wealth Advisors
Assetmark
Alerus Financial

View all funds holding Dimensional Etf Trust