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Dimensional Etf Trust shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 51k 51.83
2023-09-30 $2.3M 50k 46.55
2023-06-30 $2.4M 50k 48.16
2023-03-31 $2.2M 50k 44.43
2022-12-31 $2.1M 50k 41.61
2022-09-30 $1.9M 50k 38.83
2022-06-30 $2.0M 50k 40.75
2022-03-31 $2.4M 50k 49.02
2021-12-31 $2.6M 49k 51.70
2021-09-30 $2.3M 49k 47.17
2021-06-30 $2.3M 49k 47.12