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Dimensional Etf Trust shares owned by Monument Group Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by Monument Group Wealth Advisors from 13F filings

Historical chart of Monument Group Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Monument Group Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2026-03-31 $222k 5.3k 42.37

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Apple Stock (AAPL)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Avantis U.s. Equity Etf Etf (AVUS)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
State Street Spdr S&p 500 Etf Etf (SPY)

View all positions for Monument Group Wealth Advisors

Top funds holding Dimensional Etf Trust

Awm Capital
Maseco
Pathstone Holdings
Quantum Financial Advisors
Colony
Five Oceans Advisors
Forum Financial Management
Abacus Wealth Partners
Citrine Capital
EP Wealth Advisors
LongView Asset Management
Retirement Solution
Savant Capital Management
Wealth Architects
Greenspring Advisors

View all funds holding Dimensional Etf Trust