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Dimensional Etf Trust shares owned by Montz Harcus Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Montz Harcus Wealth Management from 13F filings

Historical chart of Montz Harcus Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Montz Harcus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 14k 74.17
2025-09-30 $1.0M 14k 72.44
2025-06-30 $959k 14k 67.02
2025-03-31 $857k 14k 60.48

More positions owned by Montz Harcus Wealth Management

Spdr Series Trust State Street Spd (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPSM)
Profesionally Managed Portfo Akre Focus Etf
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Home Ban (HBCP)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Montz Harcus Wealth Management

Top funds holding Dimensional Etf Trust

Prudential Financial
Colony
Maseco
Index Fund Advisors
Plan
Root Financial Partners
Sax Wealth Advisors
LPL Financial
Creative Planning
TCI Wealth Advisors
Great Waters Wealth Management
Mercer Global Advisors
Zhang Financial
Mariner Wealth Advisors
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust