Dimensional Etf Trust shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Dimensional Etf Trust
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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 |
|---|---|---|---|
| 2025-09-30 | $5.8M | 125k | 46.12 |
| 2025-06-30 | $5.4M | 126k | 42.83 |
| 2025-03-31 | $5.1M | 128k | 39.36 |
| 2024-12-31 | $4.6M | 131k | 35.48 |
| 2024-09-30 | $6.4M | 175k | 36.75 |
| 2024-06-30 | $5.8M | 160k | 35.94 |
| 2024-03-31 | $6.4M | 175k | 36.75 |
| 2023-12-31 | $6.6M | 193k | 34.36 |
| 2023-09-30 | $12M | 370k | 32.62 |
| 2023-06-30 | $8.9M | 271k | 32.85 |
| 2023-03-31 | $7.7M | 245k | 31.35 |
| 2022-12-31 | $7.6M | 251k | 30.40 |
| 2022-09-30 | $6.5M | 252k | 25.76 |
| 2022-06-30 | $6.2M | 216k | 28.89 |
| 2022-03-31 | $7.4M | 222k | 33.48 |
| 2021-12-31 | $7.5M | 228k | 32.82 |
| 2021-09-30 | $7.4M | 227k | 32.74 |
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