Dimensional Etf Trust shares owned by Monument Group Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSU) shares owned by Monument Group Wealth Advisors
from 13F filings
Historical chart of Monument Group Wealth Advisors investment in Dimensional Etf Trust
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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 |
|---|---|---|---|
| 2025-09-30 | $1.2M | 29k | 42.47 |
| 2025-06-30 | $1.2M | 30k | 39.25 |
| 2025-03-31 | $1.0M | 29k | 35.81 |
| 2024-12-31 | $1.1M | 29k | 37.90 |
| 2024-09-30 | $1.0M | 28k | 37.18 |
| 2024-06-30 | $966k | 28k | 34.86 |
| 2024-03-31 | $933k | 27k | 34.41 |
| 2023-12-31 | $363k | 12k | 31.13 |
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