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Dimensional Etf Trust shares owned by Sontag Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.1M 184k 38.79
2026-03-31 $821k 23k 35.04
2025-12-31 $899k 27k 32.89
2025-09-30 $871k 27k 31.84
2025-06-30 $805k 27k 29.43
2025-03-31 $536k 19k 28.15
2024-12-31 $586k 19k 30.78

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding Dimensional Etf Trust

Savant Capital Management
Mather Group
JMG Financial Group
Colony
Cetera Investment Advisers
HPM Partners
Comprehensive Portfolio Management
CI Private Wealth
Modera Wealth Management
Index Fund Advisors
Burns Wealth Management
Pathstone Holdings
Envestnet Asset Management
LPL Financial
Buckingham Strategic Partners

View all funds holding Dimensional Etf Trust