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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

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
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

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)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Vanguard Short-term Bond Etf Etf (BSV)
Coca Cola Stock (KO)
Microsoft Stock (MSFT)

View all positions for Monument Group Wealth Advisors

Top funds holding Dimensional Etf Trust

Retirement Solution
Quantum Financial Advisors
Awm Capital
Merriman Wealth Management
Abacus Wealth Partners
Vista Wealth Management Group
Gibson Capital
Forum Financial Management
Wealth Enhancement Advisory Services
Buckingham Strategic Partners
New Capital Management
Heritage Financial Services
Pathstone Holdings
Colony
CI Private Wealth

View all funds holding Dimensional Etf Trust