Dimensional Etf Trust shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Dimensional Etf Trust
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Quarterly reported holdings in Dimensional Etf Trust by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56M | 766k | 72.44 |
| 2025-06-30 | $51M | 767k | 67.02 |
| 2025-03-31 | $46M | 766k | 60.48 |
| 2024-12-31 | $49M | 770k | 63.75 |
| 2024-09-30 | $45M | 782k | 56.98 |
| 2024-06-30 | $46M | 781k | 58.85 |
| 2024-03-31 | $45M | 782k | 56.98 |
| 2023-12-31 | $41M | 789k | 51.83 |
| 2023-09-30 | $37M | 802k | 46.55 |
| 2023-06-30 | $38M | 792k | 48.16 |
| 2023-03-31 | $31M | 742k | 42.39 |
| 2022-12-31 | $31M | 750k | 41.61 |
| 2022-09-30 | $28M | 717k | 38.82 |
| 2022-06-30 | $30M | 741k | 40.75 |
| 2022-03-31 | $34M | 685k | 49.02 |
| 2021-12-31 | $35M | 675k | 51.70 |
| 2021-09-30 | $32M | 675k | 47.16 |
| 2021-06-30 | $32M | 671k | 47.12 |
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