Top 10 Stocks Held By Monticello Wealth Management LLC
By Holdings Channel Staff, updated Friday, May 10, 4:47 PM
In total we count 234 positions held by Monticello Wealth Management LLC as of their latest 13F filing, but among those total Monticello Wealth Management LLC holdings we've sorted out the top ten stocks held by Monticello Wealth Management LLC by largest position size, and presented them here in slideshow form.
#9 . DFUV
Entity 03/31/2024 Amount
03/31/2024 Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFUV)
584,755
$23,916 DFUV 584,755 $23,916
Entity 12/31/2023 Amount
12/31/2023 Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFUV)
589,860
$21,955 DFUV 589,860 $21,955
Entity 09/30/2023 Amount
09/30/2023 Position Size ($ in 1000's)
DIMENSIONAL ETF TRUST (DFUV)
615,419
$20,937 DFUV 615,419 $20,937
DFUV Stock Price From 12/31/2023 To 03/31/2024:
Position Size ($1000s)
$20,937
$21,955
$23,916
09/30/2023 12/31/2023 03/31/2024
Share Count
615,419
589,860
584,755
09/30/2023 12/31/2023 03/31/2024
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