Montgomery, ALCIK 19038804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
302 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 4.84M | $196.13M | 18.5% | +8.5K | Added |
| 2 | Dimensional ETF Trust | 2.83M | $174.83M | 16.5% | −2.1K | Reduced |
| 3 | Dimensional ETF Trust | 1.61M | $81.53M | 7.7% | −28.3K | Reduced |
| 4 | Dimensional ETF Trust |
| 1.69M |
| $81.47M |
| 7.7% |
| +1.9K |
| Added |
| 5 | Dimensional ETF Trust | 1.44M | $48.25M | 4.6% | −31.1K | Reduced |
| 6 | Vanguard Scottsdale Fds | 637.3K | $38.24M | 3.6% | +26.9K | Added |
| 7 | Dimensional ETF Trust | 978.8K | $37.84M | 3.6% | −6.3K | Reduced |
| 8 | Dimensional ETF Trust | 448.3K | $33.82M | 3.2% | +15.8K | Added |
| 9 | Dimensional ETF Trust | 903.0K | $30.87M | 2.9% | −4.1K | Reduced |
| 10 | Dimensional ETF Trust | 770.5K | $26.47M | 2.5% | +32.3K | Added |
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