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
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management